Daniel J. Peffley
Financial Professional at Premier Wealth Management
Based in Maumee, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Maumee
Industry
Financial Services
Company size
15
Contact information
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d•••••••@premiercir.com
Phone
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Background
About Daniel J. Peffley
I offer total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services I am licensed to sell insurance in OH, CO, FL, IL, IN, MI, NC, OR, SC, WA, and VT and securities in: CA, CO, FL, IL, IN, KY, MI, OH, OR, PA, SC, TX, and VT. I am a registered representative, I offer securities and investment advisory services, approved to conduct fee-based financial planning, and investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC Supervisory address: 7150 W. Central Ave. STE 100, Toledo, OH 43617.
Decision-makers
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Robert Pugliese
Founder and Chairman · General Business & Management
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Jodi Greiner
Chief of Staff · General Business & Management
- SSC-Team
Sebastian Sullivan
President · General Business & Management
- MSVp
Mark Steinhart
Financial Advisor and Vice President of Business Development · Other
- KSStaff
Kellie Stewart
Marketing Specialist · Advertising & Marketing
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