Brian Peterson Email & Phone Number
Regional Vice President - ETF Specialist @ Allianz Life
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Brian Peterson Location
- Columbia, SC, US
Brian Peterson Work
- 2024 -now Regional Vice President - ETF Specialist @
- 2022 -2024 External Sales Consultant @
- 2021 -2021 Regional Vice President: IBD NC and SC @
- 2018 -2021 External Wholesaler: Mid-Atlantic @
- 2017 -2018 Vice President: Advisor Conultant @ Stadion Money Management
- 2014 -2016 Director- Wealth Management @
- 2008 -2013 Regional Director @
- 2007 -2008 Internal Wholesaler @
- 2006 -2007 Investment Consultant @
Brian Peterson Education
- University of South Carolina - The Moore School of Business
BS Business Administration (Finance)
2000-2004 - University of South Carolina-Columbia
Bachelor of Science (BS) (Finance, General)
2000-2004
Brian Peterson Skills
- Investment Advisory
- Microsoft Excel
- Series 6
- FINRA
- Series 7
- Wealth Management
- Investment Management
- Securities
- Asset Allocation
- Alternative Investments
- Microsoft Word
- Microsoft Office
- Series 63
- Hold Series 7
- Social Media
- Financial Services
- Business Development
- Project Management
- Mutual Funds
- Series 66
- Wholesaling
Brian Peterson Summary
- Brian Peterson, based in Columbia, SC, US, is currently a Regional Vice President - ETF Specialist at Allianz Life. Brian Peterson brings experience from previous roles at Prudential Financial, Symetra, Raymond James and Stadion Money Management. Brian Peterson holds a 2000 - 2004 BS Business Administration in Finance @ University of South Carolina - The Moore School of Business. With a robust skill set that includes Investment Advisory, Microsoft Excel, Series 6, FINRA, Series 7 and more. Brian Peterson has 1 emails and 2 mobile phone numbers on RocketReach.
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