Peter Vanderlofske is a ChFC-designated registered investment advisor, based in The Woodlands, TX, with 36 years of industry experience.
Location
26006 Budde Road, The Woodlands, TX, 77380
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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 is the President of Polaris Benefits LLC, a broker selling various insurance products and consulting on employee benefit plans, dedicating nearly full-time hours to this role. He also serves as a Scholar Liaison/Board Member for Baylor Research Advocates for Student Scientists, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
NFP Securities, INC.Broker
NFP Securities, INC.
MML Investors Services, INC.Broker
New England SecuritiesBroker
G. R. Phelps & CO., INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.