Certified wealth manager and financial advisor, Peter Light, joins Flagship Harbor Advisors as a wealth advisor
Peter Light Maine is an experienced wealth advisor who provides a wide range of wealth management and financial services to pre-retirees and other individuals that want their money to work for them.— Renowned investment analyst, wealth manager and financial advisor, Peter Light, has joined the illustrious team at Flagship Harbor Advisors.
Peter Light ME used to be an educator before entering the financial services sector in 2013. A Bachelors of Arts degree holder in Bates College and holder of Graduate Studies in Theology, Yale University, Peter’s experience as an educator and passion to help others achieve their goals have fuelled his work ethics as a financial advisor. He has continued to follow his passion of helping and teaching people, but this time, in the world of finance.
Peter Light Freeport ME as he is also called has several certifications, registrations, licenses and belongs to different institutes across the globe. He holds a Series 7 registration with LPL Financial, Series 66 registration with both LPL Financial and Flagship Harbor Advisors, in addition to Life and Health Insurance and AAMS.
Peter’s philosophy is to preserve wealth, while ensuring good returns on clients’ investments. His investment philosophy is backed by his experience and use of tested investment strategies. The process employed by Peter Light South Portland ME and other members of the Flagship Harbor Advisors include
• Understanding the client’s Financial Objectives through listening and engaging the client to ensure the objectives are properly communicated.
• Gathering the client’s Current Financial Information by collecting specific information on financial picture.
• Developing Smart, Time-Tested Strategies with careful analysis of financial and personal information to match objectives with sound strategies.
• Implementing Thoughtful and Creative Strategies by developing customized solutions tailored to meet client’s objectives, drawing from a wide selection of comprehensive products and services.
• Providing Timely, Ongoing Service by regularly reviewing situations to ensure that financial objectives are being met.
Flagship Harbor Advisors offers different services, which include investments, retirement planning, risk management, tax strategies, estate planning and business financial planning.
About Flagship Harbor Advisors
Flagship Harbor Advisors is a financial services provider headquartered in Boston. The company comprises of a team of certified and experienced financial advisors and wealth managers. Flagship Harbor Advisors aims to help clients meet their objective of financial wellbeing.
Release ID: 203372