Unclaimed
Peter William Pace is a financial professional with over 30 years of experience in the industry. Peter is currently registered with Cetera Investment Advisers LLC and has previously been affiliated with North Ridge Securities Corp, Park Avenue Securities LLC, WS Griffith Securities, Inc, Home Life Insurance Company and Cigna Securities, Inc. Peter is licensed to provide financial services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Kansas, Louisiana, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont and Washington. Peter is a Certified Financial Planner™ professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (SYOSSET NY)
NY
10/31/2006 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (SYOSSET NY)
NY
06/10/2004 - 11/16/2006
PARK AVENUE SECURITIES LLC (SYOSSET NY)
CT
01/22/1991 - 06/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
01/22/1991 - 10/19/1992
HOME LIFE INSURANCE COMPANY
PA
08/16/1990 - 11/26/1990
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 9/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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