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Peter Daniel Sullivan is a financial_advisor professional located in Helena, MT. They specialize in financial advisory. With over 28 years of experience, they bring deep expertise to every client.
Peter Daniel Sullivan - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Peter Daniel Sullivan operates Cetera Wealth Services, LLC in Helena, Montana. With 28 years in the financial advisory field, Sullivan brings extensive experience to wealth management and financial planning. His professional background reflects a long-term commitment to serving clients in the region. Sullivan holds a FINRA CRD registration, which governs his conduct and qualifications in securities and investment advisory work.
Sullivan's FINRA CRD registration means he is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities brokers and dealers. This registration requires passing qualification exams and demonstrates compliance with federal and industry standards for securities sales and investment advice. FINRA oversight includes ongoing education requirements and adherence to conduct rules designed to protect investors. A FINRA-registered advisor operates under regulatory scrutiny and must maintain records of client interactions and recommendations.