Peter D. Senick
Financial Advisor | Helping Clients Achieve Financial Success | CRES
- Role
- Financial Advisor at Equitable Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Peter D. Senick
My team and I work to provide clarity and confidence for our client’s financial future…
Experience
Financial Advisor
Feb 2006 — Present · NC, US
Education
University of North Carolina at Charlotte
Finance, Financial Planning
2003 — 2006
University of North Carolina at Charlotte
Bachelor of Science in Business Administration, Major in Finance, Finance
2002 — 2006
Skills
- Investments
- Client Education
- Investment Advisory Services
- Financial Planning
- Insurance Strategies
- Personal Financial Planning
- Qualified Retirement Plans
- Mutual Funds
- Risk Management
- Wealth Management
- Retirement
- Estate Planning
- Retirement Income Strategies
- Retirement Planning
- Long Term Care Planning Strategies
- Business Succession Planning
- Estate Planning Strategies
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