JP
JP

Joseph Peterka

8 Years of Experience
St Louis, MO
BrokerSells Insurance

Joseph Peterka is a registered investment advisor, based in St Louis, MO, with 8 years of industry experience.

Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joseph is an agent/broker for fixed insurance sales through Co-Op Insurance and R.F. Brokerage, dedicating minimal time to each. He also serves as a trustee for his church's finance committee, his family farm, and the Nedved Cemetery Association, spending a few hours per week in total across these roles.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
September 2017 - August 2023 · 5 yrs 11 mos
Securian Financial Services, INC.Broker
August 2017 - August 2023 · 6 yrs
State Registrations26 states
ALARAZCACODCFLGAIAILINKSKYLAMIMOMSNEOHORPASCTNTXWAWI
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.
Joseph Peterka - Financial Advisor | TrueAdvisor