KP
ChFC
KP
ChFC
Kenneth Petersen
43 Years of Experience
Newport Beach, CA
1 DisclosureBrokerSells Insurance
Kenneth Petersen is a ChFC-designated registered investment advisor, based in Newport Beach, CA, with 43 years of industry experience.
Location
4001 Macarthur Blvd, Ste 300, Newport Beach, CA, 92660
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Regulatory History (1)
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Customer Dispute
November 2003Denied
Other Business ActivitiesSells Insurance
Kenneth is the beneficiary and trustee of charitable trusts, a member of PMC LLC (rental property), and a passive partner/owner in apartment real estate. He also sells life settlements and fixed insurance products, dedicating about 10-20% of his time to fixed insurance sales and a few hours per week to life settlements.
Employment History
Current Registrations
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.
August 2002 - August 2023 · 21 yrs
Securian Financial Services, INC.Broker
August 1987 - August 2023 · 36 yrs
Consolidated Resources, INC.Broker
March 1985 - July 1987 · 2 yrs 4 mos
Integrated Resources Equity CorporationBroker
March 1980 - March 1983 · 3 yrs
State Registrations15 states
ALAZCACODEFLGAHIIDNJNVORTXUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.