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James Peterson
Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Millennium Financial Group</span>
James Peterson is a seasoned professional with expertise in financial analysis, strategic planning, and leadership, holding a degree from Chapman University.
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Location
Vista, California, United States, US
Languages
-
English -
Skills
- Financial Analysis
- Strategic Planning
- Customer Service
- Strategic Financial Planning
- Portfolio Management
- Show all
Bio
Generated by
Topline AI
James Peterson is a seasoned professional with a strong educational background, having graduated from Chapman University in 1991.
With a focus on finance and leadership, James has developed a wide range of skills, including financial analysis, strategic planning, customer service, and portfolio management.
Throughout his career, James has demonstrated expertise in financial services, credit, and real estate, making him a valuable asset to any organization.
Credentials
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Long Term-Care Insurance Sales
State of California Department of InsuranceJan, 2014- May, 2026 -
State of Califonria Annuities Products Training
State of California Department of InsuranceJan, 2014- May, 2026 -
NASD Series 7 Training
Baraban Securities San Diego SchoolOct, 1991- May, 2026 -
License Insurance Broker
State of California Insurance CommissionerAug, 2014- May, 2026
Experience
Education
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1989 - 1991Chapman University
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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