Bio: Peter holds series 7, 63, 65 and 24 licenses with FINRA. He also holds insurance licenses in 8 states, as well as CFP, CRPC and MPAS designations.
Bio: 20+ years in the entertainment industry, recently pivoted into financial services. Expanding my potential; making a difference and transforming lives!
Bio: 32 years experience as a financial and insurance insurance adviser. Run my own practice and affiliated with an RIA firm. Focus is risk management.
Bio: Licensed life and health agent specializing in wealth and retirement planning. Excited to join the community and help others achieve financial goals.
Bio: Jeremy has 20+ years of demonstrated success providing leadership and guidance over corporate, institutional, non-profit and individual investments.