John C Peterson

About John C Peterson

Are your personal and business financial strategies up to date? A quick look at what changed over the past year can help provide the answer. I Can help with that - and help you to plot a course to work towards your goals. 26••••••••23John C Peterson 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.

Experience

1. Financial Advisor

   Principal Financial Group

   Jun 2016 — Present · Orange County, CA, US

   Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, member SIPC, Des Moines, IA 50392. Principal Securities Registered Representative and Financial Advisor.

Education

• Fox School of Business at Temple University

  Bachelor of Business Administration (B.B.A.)

Skills

• Tax-Deferred Savings
• Investments
• Informal Business Valuation
• Pension Plans
• 529 Plans
• Life Insurance
• Income Protection
• Survivor Income
• Split Dollar Plans
• Annuities
• 401(K) Retirement Savings Plans
• Disability Insurance
• Brokerage Accounts
• Strategic Financial Planning
• Charitable Giving
• Financial Services
• Buy-Sell Agreements
• Retirement Planning
• College Funding Strategies
• Business Strategy
• Investment Management
• Group Life Insurance
• Long Term Care Insurance
• Asset Allocation
• Mutual Funds
• Sales
• Wealth Accumulation
• Financial Needs Analysis
• Marketing
• Series 66
• Estate Planning
• Leadership
• Investment Strategies
• Key Person Insurance
• Customer Service
• Iras
• Supplemental Retirement Income
• Policy Review
• Series 7
• Executive Benefit Strategies