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Peter Urrutia
Business Name:
Wells Fargo Advisors
Business Description:
I help people establish high value life plans in order to help them achieve their goals and dreams. Investing in yourself now, will earn you time to spend later.
How Business Creates Value:
We teach people how money works, because we believe a solid financial knowledge foundation is the key to making healthy money choices. If you don't learn how money works, you will always work for money. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

Contact Information

Phone
310-552-5648

Skills

  • Investment Planning
  • Life Insurance
  • Mutual Funds
  • Managed Investments
  • Annuities
  • Retirement Planning
  • College Planning
  • Traditional & ROTH IRA
  • Investments
  • 401k

Credentials

  • Life Insurance License#: 0I73369
  • FINRA Series 6 - Investment Company Products/Variable Contracts Representative Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 26 - Principal/Supervisory Examination

Interests

  • Self Improvement - books and podcasts
  • Foodie - food festivals and new restaurants
  • Travel - anywhere with a beach

Experience

  • Primerica Financial Services
  • UnionBanc Investment Services
  • Union Bank
  • Bank of America

Languages

  • English
  • Spanish