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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Allen Peters is a financial advisor with over 35 years of experience in the financial industry. Ronald has served as a financial advisor for Cetera Investment Advisers LLC since 2023 and is also an Investment Advisory Representative at Vicus Capital, Inc. Ronald is a Certified Financial Planner and a Chartered Financial Consultant and holds Series 6, 7, 24 and 63 licenses as well as the SIE. Ronald has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension plans.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (GROVE CITY PA)
PA
10/24/1989 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NEW BETHLEHEM PA)
NA
04/04/1986 - 10/18/1989
C.A.L. INVESTMENT SERVICES INC. (SASKATCHEWAN S4P 3B1 )
PA
07/03/1989 - 10/10/1989
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NA
10/24/1986 - 07/03/1989
RICHARDS, LYNCH & PEGHER, INC.
BC
Issued 11/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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