Jim Petersen

Vice President Financial Consultant @Regions Bank

Madison, MS, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2014 — Present

Vice President Financial Consultant @Regions Bank

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SKILLS

IrasWealth AccumulationFixed AnnuitiesPortfolio ManagementEstate PlanningRetirement PlanningInsuranceSeries 7InvestmentsRetirementStrategic Financial PlanningAsset ManagmentAsset AllocationRisk ManagementFinancial Analysis401k RolloversFinancial AdvisoryUniform Combined State LawRoth Ira

ABOUT JIM PETERSEN

Regional Sales

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Jim Petersen — Vice President Financial Consultant at Regions Bank in Madison, MS, US | Unifers