Peter D. Shelp
Private Wealth Advisor, CFP®, ChFC ®,CRPC®, CRPS ®,AWMA, CASL® at Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor at Ameriprise Financial Services, LLC
- Location
- Wilkes-Barre, PA, US
- LinkedIn followers
- 500 followers
About Peter D. Shelp
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Experience
Private Wealth Advisor
Ameriprise Financial Services, LLC
Jul 2024 — Present · Kingston, PA, US
As a dedicated Financial Advisor, I specialize in comprehensive financial planning to help individuals and families achieve their long-term financial goals. With a passion for financial literacy and a commitment to personalized service, I guide my clients through the complexities of wealth management, retirement planning, estate planning, and tax strategies.
Education
Marywood University
Master of Science Degree, Managerial Science
1982 — 1984
Penn State University
B.S, Recreation and Parks Management
1975 — 1979
Skills
- Wealth Management
- Long-Term Care
- Personal Financial Planning
- Investment Advisory
- Fixed Annuities
- Stocks
- Management
- Asset Allocation
- Mutual Funds
- Fixed Income
- Risk Management
- Financial Planners
- 401k
- Etfs
- Options
- Life Insurance
- Finance
- Investment Management
- Investment Strategies
- Alternative Investments
- Long Term Care
- Iras
- Investments
- Financial Advisory
- Uniform Combined State Law
- Series 63
- Ira's
- Retirement Planning
- Personal Finance
- Finra
- Portfolio Management
- Equities
- Financial Planning
- Insurance
- Securities
- Estate Planning
- Financial Services
- Capital Markets
- Series 7
- Retirement
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