Peter Stefanic Email & Phone Number
Financial Advisor
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Peter Stefanic Location
- Gig Harbor, WA, US
Peter Stefanic Work
- Financial Advisor @ Cetera Advisors LLC (June 2012 - Present)
- Financial Advisor @ Self-employed (June 2000 - Present)
Peter Stefanic Education
- Penn State University
Bachelor of Science (Mathematics)
1968-1972 - Penn State University
Bachelor of Science - BS (Mathematics)
Peter Stefanic Skills
- Retirement Planning
- Investments
- Wealth Management
- Strategic Financial Planning
- Series 7
- Mutual Funds
- Portfolio Management
- Retirement
- Investment Advisory
- Estate Planning
- Financial Analysis
- Asset Management
- Asset Allocation
- Insurance
- Equities
- Financial Advisory
- Fixed Annuities
- Banking
- Securities
- Series 63
- IRAs
- 401k
- Financial Planners
- Financial Services
- Alternative Investments
- Long-term Care
- FINRA
- Long Term Care Insurance
- Investment Strategies
- Series 24
- Life Insurance
- Term Life Insurance
- Wealth Accumulation
- Financial Planning
Peter Stefanic Summary
- Peter Stefanic, based in Gig Harbor, WA, US, is currently a Financial Advisor at Cetera Advisors LLC. Peter Stefanic brings experience from previous roles at Self-employed. Peter Stefanic holds a 1968 - 1972 Bachelor of Science in Mathematics @ Penn State University. With a robust skill set that includes Retirement Planning, Investments, Wealth Management, Strategic Financial Planning, Series 7 and more. Peter Stefanic has 1 emails and 1 mobile phone numbers on RocketReach.
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