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 company 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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AeroLeads found 1 current-domain work email signal for Peter Trathen. Compare company email patterns before reaching out.
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 →
Daniel Gebregiorgis
Colleague at Axa Advisors, Llc
Lynnwood, Washington, United States, United States
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SY
Suk Yoon
Colleague at Axa Advisors, Llc
Glendale, California, United States, United States
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TR
Tom Robinson
Colleague at Axa Advisors, Llc
Florissant, Missouri, United States, United States
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CB
Christopher Banks
Colleague at Axa Advisors, Llc
Milwaukee, Wisconsin, United States, United States
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MC
Mom Colon
Colleague at Axa Advisors, Llc
Metairie, Louisiana, United States, United States
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JR
John Rogers
Colleague at Axa Advisors, Llc
Honolulu County, Hawaii, United States, United States
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AA
Adriana Alina
Colleague at Axa Advisors, Llc
France, France
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JV
John Vita, Jr
Colleague at Axa Advisors, Llc
Poughkeepsie, New York, United States, United States
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CG
Chuck Graham
Colleague at Axa Advisors, Llc
Jenks, Oklahoma, United States, United States
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CP
Cody Perino
Colleague at Axa Advisors, Llc
Bellevue, Washington, United States, United States
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Quick answers generated from the profile data available on this page.
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 Daniel Gebregiorgis, Suk Yoon, Tom Robinson, Christopher Banks, and Mom Colon.
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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