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Dante Peterson
Wealth Advisor at TMD Wealth Management
Wealth management professional with experience in financial planning and analysis.
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Location
Scottsdale, Arizona, United States, US
Bio
Generated by
Topline AI
Dante Peterson is a seasoned wealth management professional with 3+ years of experience as a Wealth Advisor and Intern at TMD Wealth Management, and a Student at Arizona State University, where he earned a degree in Financial Planning. He holds a Series 65 certification from FINRA.
Credentials
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Series 65
FINRAJan, 2022- Apr, 2026
Experience
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United States
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Investment Management
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1 - 100 Employee
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Wealth Advisor
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Jun 2022 - Present
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Associate Wealth Advisor
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Feb 2022 - Jun 2022
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Intern
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Jun 2021 - Feb 2022
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Student at Arizona State University
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Aug 2018 - May 2022
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Education
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2018 - 2022Arizona State University
Financial Planning, Finance, General
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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