Philip Petersen

Wealth Manager @LPL Financial

Atlanta, GA, US
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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