Philip Petersen
Wealth Manager @LPL Financial
Atlanta, GA, US
EMAILS
MOBILE NUMBERS
+15•••••••27
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WORK HISTORY
Jul 2024 — Present
Wealth Manager @LPL Financial
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Alpharetta, GA, US
SKILLS
Certified Fund SpecialistAlternative InvestmentsTerritory Growth/DevelopmentPersonnel ManagementAnnuity SalesStrategic Financial PlanningLife InsuranceMutual FundsPublic SpeakingFact FindingSeries 7Asset AllocationFinancial ServicesWealth ManagementFixed AnnuitiesInvestmentsRetirementWealthSeries 6Portfolio ManagementFinanceRetirement PlanningFinancial PlanningSeries 63
ABOUT PHILIP PETERSEN
My focus is on helping those around me better position themselves and their practice…
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