Gary Peterson, financial advisor Parma OH
83 score

Gary Peterson

CRD Number: 1205047
Current Firm: Cetera Advisors LLC

Gary Peterson (CRD# 1205047) is an Investment Advisor Representative working at Cetera Advisors LLC in Parma, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC El Segundo, CA Jan 2013 - Current 3
Cleveland Tax Parma, OH Jan 2005 - Current 11
Multi-financial Securities Corporation Denver, CO Jul 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gary G. Peterson
Phone Number: 800-929-3485
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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