Peter Michael Monahan

Current Employers

Employment History

• 05/2016 → 08/2023
  Minnesota Life Insurance Co
  St. Paul, MN
• 05/2016 → 08/2023
  Securian Financial Services
  St. Paul, MN
• 05/2016 → Present
  Delaware Valley Advisors
  Huntingdon Valley, PA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Plymouth Meeting, PA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2023 → Present
  Wealthbridge Financial
  Plymouth Meeting, PA

Previous Registrations

• 2016-05-20 → 2023-08-10
  Securian Financial Services, Inc.
  Plymouth Meeting, PA
  St. Paul, MN
• 2012-07-23 → 2015-12-31
  Msi Financial Services, Inc.
  Marlton, NJ
  Plymouth Meeting, PA
  Newark, DE
  Newtown Square, PA

Other Businesses

1) CEDAR SANDS OCEAN CONDO ASSOCIATION POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2010 ADDRESS: , Brigantine NJ , United States DESCRIPTION: Advisory Board 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2023; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE SETTLEMENT START DATE: 08/2023, APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC OR ASHAR GROUP; 4. NAME OF OTHER BUSINESS: WEALTHBRIDGE FINANCIAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2012-07-09
• S65 Uniform Investment Adviser Law Examination
  1997-07-02
• S63 Uniform Securities Agent State Law Examination
  1988-04-11

Other Names

• Pete Monahan
• Peter Michael (Jr) Monahan
• Peter Michael Monahan
• Peter Michael Monahan