If you need more lookups,
subscriptions start at $34 USD/month.
Brian Peterson Location
Columbia, SC, US
Brian Peterson Work
Senior Regional Vice President @ (May 2026 - Present)
Regional Vice President - ETF Specialist @ (March 2024 - April 2026)
External Sales Consultant @ (March 2022 - January 2024)
Regional Vice President: IBD NC and SC @ (February 2021 - November 2021)
External Wholesaler: Mid-Atlantic @ (August 2018 - February 2021)
Vice President: Advisor Conultant @ Stadion Money Management (October 2017 - August 2018)
Director- Wealth Management @ (January 2014 - December 2016)
Regional Director @ (November 2008 - December 2013)
Internal Wholesaler @ (March 2007 - November 2008)
Investment Consultant @ (October 2006 - March 2007)
Brian Peterson Education
Darla Moore School of Business at the University of South Carolina
BS Business Administration (Finance)
2000-2004
University of South Carolina
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 Senior Regional Vice President at New York Life. Brian Peterson brings experience from previous roles at Allianz Life, Prudential Financial, Symetra and Raymond James. Brian Peterson holds a 2000 - 2004 BS Business Administration in Finance @ Darla Moore School of Business at the University of South Carolina. With a robust skill set that includes Investment Advisory, Microsoft Excel, Series 6, FINRA, Series 7 and more. Brian Peterson has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brian Peterson?
Find contact details for 700 million professionals.