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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Peterson is an investment advisor representative with Cetera Investment Advisers LLC, a registered investment advisor. Russell has been in the financial services industry since 1997 and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Russell offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Russell is also a licensed agent with Fraser Insurance and Sama Fixed Insurance. Prior to joining Cetera, Russell was a registered representative with Securian Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
OK
08/10/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
04/13/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
OK
05/15/1997 - 04/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
IA
Issued 6/9/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/5/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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