Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wright Bell is a financial advisor with Cetera Investment Advisers LLC. Peter has been in the financial services industry for over 30 years. Peter has been registered with the Securities and Exchange Commission (SEC) since 1993. Peter is a Certified Financial Planner (CFP®) and holds Series 6, 7, 26 and 63 licenses. Peter has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. Peter's previous employers include LPL Financial LLC, Stifel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Peter is committed to providing his clients with personalized financial advice and guidance.
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.
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2
CA
12/08/2023 - Present
Cetera Investment Advisers LLC (CHICO CA)
CA
01/11/2016 - 12/05/2023
LPL FINANCIAL LLC (CHICO CA)
CA
04/28/2009 - 01/12/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICO CA)
CA
01/01/2008 - 04/28/2009
WACHOVIA SECURITIES, LLC (CHICO CA)
CA
01/31/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICO CA)
GA
09/23/1993 - 01/31/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 9/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/6/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 9/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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