Unclaimed
Peter William Pace has been a registered representative in the financial services industry for over 30 years. Peter is a Certified Financial Planner and a member of Cetera Investment Advisers LLC. Peter is currently registered with Cetera Investment Advisers LLC and previously with North Ridge Securities Corp., Park Avenue Securities LLC, WS Griffith Securities, Inc., Home Life Insurance Company, and Cigna Securities, Inc. Peter is a specialist in the fields of financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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