Stephen Petrie Email & Phone Number
Financial Advisor
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Stephen Petrie Location
- Lexington Park, MD, US
Stephen Petrie Work
- 2003 -now Financial Advisor @ Navy Federal Investment Services, LLC
- 1995 -2003 Branch Manager and Financial Services Representative @
- 1987 -1988 Data Base Administrator @
Stephen Petrie Education
- University of Sussex
Post Graduate Certificate Of Education (Secondary Education and Teaching- Mathematics)
1985-1986 - University of Sussex
Bachelor of Applied Science (BASc) (Mathematics)
1982-1985 - Harlington Upper School
High School (Chemistry, Physics and Mathematics)
1977-1982
Stephen Petrie Skills
- Modern Portfolio Theory
- Bonds
- Variable Annuities
- Microsoft Office
- Series 65
- Banking
- Mutual Funds
- Stocks
- Risk Analysis
- Series 7
- Wealth Management
- Life and Health Insurance Licenses
- Seminars
- Microsoft Word
- Financial Services
- 401k Rollovers
- College Education Planning
- Retirement Planning
- Data Analysis
- Estate Planning
- Long Term Care Insurance
- Public Speaking
- Portfolio Optimization
- Leadership
- 529 Plans
- Alternative Investments
- Investments
- Financial Analysis
- Account Management
Stephen Petrie Summary
- Stephen Petrie, based in Lexington Park, MD, US, is currently a Financial Advisor at Navy Federal Investment Services, LLC. Stephen Petrie brings experience from previous roles at M&T Bank and Value Line. Stephen Petrie holds a 1985 - 1986 Post Graduate Certificate Of Education in Secondary Education and Teaching- Mathematics @ University of Sussex. With a robust skill set that includes Modern Portfolio Theory, Bonds, Variable Annuities, Microsoft Office, Series 65 and more.
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