Jess Peterson
Investment Advisor Representative at Peterson Wealth Management, Owner/General Manager of the Reno Ice Raiders Hockey Club
- Role
- Investment Advisor Representative at Peterson Wealth Management
- Location
- Sparks, NV, US
- LinkedIn followers
- 500 followers
About Jess Peterson
Jess is a vital part of Peterson Wealth Management and helps with client education as…
Experience
Investment Advisor Representative
Aug 2009 — Present · Reno, NV, US
We’re an independent, fiduciary, family business committed to simplifying your finances.With over 30 years of experience, we’ve developed a specialization in handcrafting solutions personalized to you and your life. A fiduciary approach means we’ll always identify strategies fit for your needs — we have no proprietary products to push and are on your side, always.
Skills
- Financial Advisory
- Series 7
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Investments
- Series 63
- Asset Management with a Focus on Client Relationship and Education.
- Financial Planning
- Wealth Management
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Management
- Investment Advisory
- Series 66
- Retirement
- Equities
- Strategic Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.