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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