Peter Sorensen
Peter Sorensen is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Estero, FL, with 40 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Estero, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter sells fixed insurance products including life, health, disability, annuities, and long-term care. He also owns Sorensen Flexible Benefits, Sorensen Financial, a notary business, rental properties, Advisor Square Financial, and P+P Advisors, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Sii Investments, INC.Broker
Securities America, INC.Broker
Kavanaugh Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Morison Securities, INC.Broker
State Registrations16 states
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