Peter Harvey Email & Phone Number
Financial Advisor @ Raymond James
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Peter Harvey Location
- Kirkland, WA, US
Peter Harvey Work
- Financial Advisor @ (February 2021 - Present)
- Financial Advisor, CFP®, MBA @ (August 2013 - February 2021)
- Financial Advisor, CFP® @ (January 2003 - August 2013)
Peter Harvey Education
- Seattle University
Financial Planning
2005-2006 - Nova Southeastern University
MBA (Masters Business Admin)
1989-1991 - Western Washington University
BA
1983-1984 - Washington State University 1980-1982
Peter Harvey Skills
- 529 Plans
- Alternative Investments
- Asset Allocation
- Bonds
- Exchange Trade Funds
- Finance
- Financial Advisory
- Financial Goals
- Fixed Annuities
- IRAs
- Insurance
- Investment Planning
- Investment Strategies
- Investments
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Retirement Savings
- Roth IRA
- SEP IRA
- Saving for Education
- Securities
- Simple IRA
- Traditional IRA
- Variable Annuities
- Wealth Preservation Planning
- Estate Planning
- Qualified Retirement
- Financial Planning
- Wealth Preservation
- 401k
- Rollovers
- Long Term Care
- 401k Rollovers
- ETFs
- Retirement Plan
- Investment Management
Peter Harvey Summary
- Peter Harvey, based in Kirkland, WA, US, is currently a Financial Advisor at Raymond James. Peter Harvey brings experience from previous roles at Wells Fargo Advisors and Edward Jones. Peter Harvey holds a 2005 - 2006 Financial Planning @ Seattle University. With a robust skill set that includes 529 Plans, Alternative Investments, Asset Allocation, Bonds, Exchange Trade Funds and more. Peter Harvey has 2 emails and 2 mobile phone numbers on RocketReach.
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