Micol Robert Peterson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  Cetera Investment Services Llc
  St.CLoud, MN
• 05/2014 → Present
  Cetera Investment Advisers Llc
  St Petersburg, FL
• 05/2014 → Present
  Regions Bank
  St. Petersburg, FL

Previous Registrations

• 2008-08-27 → 2014-05-21
  Bb&T Investment Services, Inc.
  Holiday, FL
  New Port Richey, FL
  New Port Richey, FL
  Saint Petersburg, FL
  Saint Petersburg, FL
  Apollo Beach, FL
  Saint Petersburg, FL
  Bonita Springs, FL
  Estero, FL
  Bonita Springs, FL
  Fort Myers, FL
  Estero, FL
  Venice, FL
  Dallas, TX
  Saint Petersburg, FL
  Fort Myers, FL
  Charlotte, NC
  Seminole, FL
  Cape Coral, FL
  Englewood, FL
  Austin, TX
  Dallas, TX
  Largo, FL
  Bradenton, FL
  Oldsmar, FL
  Sarasota, FL
  Sarasota, FL
  Tampa, FL
  Punta Gorda, FL
  Clearwater, FL
  Tampa, FL
  Englewood, FL
  Ashburn, VA
  Palm Harbor, FL
  Dallas, TX
  Mesquite, TX
  Sarasota, FL
  Lithia, FL
  Brandon, FL
  Palm Harbor, FL
  Saint Petersburg, FL
  Spring Hill, FL
  Tampa, FL
  Austin, TX
  Naples, FL
  Bonita Springs, FL
  Fort Myers, FL
  Naples, FL
  Saint Petersburg, FL
  Rowlett, TX
  Dallas, TX
  Bradenton, FL
  Bradenton, FL

Exams

• S66 Uniform Combined State Law Examination
  2008-06-23
• S63 Uniform Securities Agent State Law Examination
  1999-06-23

Other Names

• Mike Peterson