Lisa Peters, CFP
Private Ocean Wealth Management
Certified Financial Planner in Seattle, WA
Address:6837 17th Ave NE
Seattle, WA 98115
About Lisa Peters
Lisa Peters is a financial professional at Private Ocean Wealth Management located in Seattle, Washington. Lisa Peters holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lisa Peters provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lisa Peters6837 17th Ave NE
Seattle, WA 98115
Phone Number:
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Website:
http://www.privateocean.com
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