Stuart Peterson Email & Phone Number
Senior Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
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Stuart Peterson Location
- South Kingstown, RI, US
Stuart Peterson Work
- 2014 -now Senior Vice President and Wealth Management, Financial Advisor @
- 2008 -2014 Financial Adivsor @ JPMorgan Securities
- 2007 -2008 Financial Advisor @
Stuart Peterson Education
- Iowa State University - Ivy College of Business
Bachelor of Science (BS) (Marketing)
1996-1999
Stuart Peterson Skills
- Series 7
- Investments
- Wealth Management
- Mutual Funds
- Equities
- Fixed Income
- Portfolio Management
- Asset Allocation
- Alternative Investments
- Asset Management
- Series 63
- Securities
- Retirement Planning
- Investment Strategies
- Investment Advisory
- Hedge Funds
- Strategic Financial Planning
- Bloomberg
- Financial Modeling
- Microsoft Excel
- Project Management
- Microsoft Office
- Strategic Planning
Stuart Peterson Summary
- Stuart Peterson, based in South Kingstown, RI, US, is currently a Senior Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC. Stuart Peterson brings experience from previous roles at JPMorgan Securities and Morgan Stanley Wealth Management. Stuart Peterson holds a 1996 - 1999 Bachelor of Science (BS) in Marketing @ Iowa State University - Ivy College of Business. With a robust skill set that includes Series 7, Investments, Wealth Management, Mutual Funds, Equities and more. Stuart Peterson has 2 emails and 2 mobile phone numbers on RocketReach.
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