PB
ChFC
PB
ChFC

Peter Bradshaw

17 Years of Experience
Newark, DE
BrokerSells Insurance

Peter Bradshaw is a ChFC-designated registered investment advisor, based in Newark, DE, with 17 years of industry experience.

Location

900 Prides Crossing, Newark, DE, 19713

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Peter is an agent/broker for fixed insurance sales since 2016, dedicating a few hours per week to this activity. He also serves on the advisory board for Delaware Greenways, focusing on fundraising activities, which takes minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
December 2011 - August 2023 · 11 yrs 8 mos
Securian Financial Services, INC.Broker
March 2009 - August 2023 · 14 yrs 5 mos
State Registrations13 states
ALCADCDEFLMDNCNJNYOHPATXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Peter Bradshaw - Financial Advisor | TrueAdvisor