Finacial Consultant
CurrentAXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information &Disclosures: http://bit.ly/2f98X9d
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@axa.us.com
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Peter Trathen is listed as Financial Consultant at Equitable Advisors at AXA Advisors, LLC, a with 3740 employees, based in Buffalo, New York, United States. AeroLeads shows a work email signal at axa.us.com and a matched LinkedIn profile for Peter Trathen.
Peter Trathen previously worked as Finacial Consultant at Axa Advisors, Llc and Employee at Lakeside Custom Apparel. Peter Trathen holds Bachelor’S Degree, Finance, General from Ithaca College.
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As a Financial Consultant with AXA Advisors, I work closely with businesses and individuals to help them reach their financial objectives. Our consultative process allows me to gain a better understanding of my clients’ goals and concerns, which provides me with the information I need to create a personalized strategy so they can realize those goals and address their worries. I work with businesses and individuals to:• Mitigate Taxes by Providing Tax Efficient Investment Strategies• Preserve Their Wealth and Protect Their Financial Freedom• Plan for Their Future in a Dynamic, Uncertain Environment Providing a large variety of services and strategies allows me to meet my client’s needs ranging from:• Wealth Management • Education Planning • Life Insurance • Retirement Planning • Business Continuation Plans
Listed skills include Microsoft Office, Management, Microsoft Word, Leadership, and 4 others.
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Buffalo/Niagara, New York Area
AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information &Disclosures: http://bit.ly/2f98X9d
Asheville, New York
Other employees you can reach at axa.us.com. View company contacts for 3740 employees →
Nicholas Ivone
Colleague at Axa Advisors, LlcTroy, Michigan, United States
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Joe Mato
Colleague at Axa Advisors, LlcRedding, Connecticut, United States
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Ame Lelele
Colleague at Axa Advisors, LlcGreater Madrid Metropolitan Area, Spain
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Daniel Frey
Colleague at Axa Advisors, LlcMilford, Connecticut, United States
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Johnathan Collins
Colleague at Axa Advisors, LlcDallas, Texas, United States
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Helio Rocha
Colleague at Axa Advisors, LlcMiami, Florida, United States
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Patrick O'Callaghan
Colleague at Axa Advisors, LlcRoslyn, New York, United States
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Robert Dennis
Colleague at Axa Advisors, LlcSeattle, Washington, United States
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Taylor Erickson
Colleague at Axa Advisors, LlcNew York City Metropolitan Area, United States
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Brenda Roseboro
Colleague at Axa Advisors, LlcPine Bush, New York, United States
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Peter Trathen works for AXA Advisors, LLC.
Peter Trathen is listed as Financial Consultant at Equitable Advisors at AXA Advisors, LLC.
AeroLeads has found 1 work email signal at @axa.us.com for Peter Trathen at AXA Advisors, LLC.
Peter Trathen is based in Buffalo, New York, United States while working with AXA Advisors, LLC.
Peter Trathen has worked for Axa Advisors, Llc and Lakeside Custom Apparel.
Peter Trathen's colleagues at AXA Advisors, LLC include Nicholas Ivone, Joe Mato, Ame Lelele, Daniel Frey, and Johnathan Collins.
You can use AeroLeads to view verified contact signals for Peter Trathen at AXA Advisors, LLC, including work email, phone, and LinkedIn data when available.
Peter Trathen holds Bachelor’S Degree, Finance, General from Ithaca College.
Peter Trathen is listed with skills including Microsoft Office, Management, Microsoft Word, Leadership, Research, Powerpoint, Sales, and Microsoft Excel.
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