Jacob Petion
Financial Consultant i @Principal Financial Group
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WORK HISTORY
Financial Consultant i @Principal Financial Group
Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This includes the retention of assets and offering additional product solutions to our customers.• Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduced them, when appropriate to another team.• Assist in uncovering current or potential retail customer needs• Perform other job-related duties and projects as needed.Investment advisory products offered through Principal Advised Services, LLC. Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Jacob Petion is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Investment and Insurance products are: Not insured by the FDIC or Any Federal Government AgencyNot a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or Any Banking AffiliateSubject to Investment Risks, Including Possible Loss of the Principal Amount Invested
EDUCATION
CUNY York College
Bachelor of Arts - BA, English/Economics with Minor in French Literature
SKILLS
ABOUT JACOB PETION
Investment and Insurance products are: • Not insured by the FDIC or Any Federal…
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