Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Yan Hong is a financial advisor with Cetera Investment Advisers LLC. Peter has been in the industry since 1994. They have experience with Citigroup Global Markets Inc. and Wells Fargo Advisors, LLC. Peter has Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65 licenses. They are a Certified Financial Planner. They offer a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
CA
09/13/2018 - Present
Cetera Investment Advisers LLC (SAN FRANCISCO CA)
CA
10/31/2012 - 10/02/2018
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
FL
08/22/2007 - 08/09/2012
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
CA
05/29/2007 - 08/27/2007
CITIGROUP GLOBAL MARKETS INC. (MONROVIA CA)
CA
02/01/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (MONROVIA CA)
CA
06/13/2000 - 02/02/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
08/26/1997 - 06/02/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
09/06/1994 - 08/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/06/1994 - 08/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 6/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/9/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 9/2/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Hong is the right advisor for you? Invested Better is here to help.
