Nathan Peterson

Financial Advisor Partner @Cygnus Asset Management, Llc

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2009 — Present

Financial Advisor Partner @Cygnus Asset Management, Llc

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Provide wealth management, life insurance, health and annuity products to non-profit institutions and individuals. For important disclosure information, please see \"Social Media Disclosure\" link in the contact info section. Securities offered through Raymond James Financial Services, Inc, Member FINRA /SIPC. Cygnus Asset Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc

EDUCATION

1999 — 2002

Coker College

Bachelor of Science (B.S.)

SKILLS

Financial ModelingFinancial AnalysisCollege Savings PlansInvestmentsFinancial AdvisorySeries 63Fixed AnnuitiesSalesAsset AllocationBusiness Development401k RolloversNew Business DevelopmentInvestment PlanningCredit AnalysisAsset ManagementRetirement PlanningValuation401k EducationInsuranceSeries 7Strategic PlanningLife InsuranceSecuritiesFinance

ABOUT NATHAN PETERSON

I graduated from Coker College with a Bachelor of Science degree in Business Administration. While there, I served as the Captain of the Golf Team for two years and received the honor of Coker College Student Athlete of the Year. My career in the securities industry began at Bank of America almost 15 years ago. I am a registered financial advisor including insurance licenses in life, health and annuities. My focus is on wealth management and retirement planning. Originally from Utah, I have a great love for the outdoors and was active in the Boy Scouts of America attaining the level of Eagle Scout. I enjoy competing as a triathlete and use that as an opportunity to raise funds and awareness for the Melanoma Research Foundation. My wife of 11 years and I have two children that are active in everything from t-ball to karate. Please contact me by telephone at 70••••••00 or via email at N••••••••@cygnusam.com. Visit our website at for more information about the practice and our fee-based, team approach to client service.

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