Peter G. Magnuson
Independent Financial Advisor at Level Four Financial Fka Harbor Financial Services
Based in Sarasota, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Sarasota
Industry
Financial Services
Company size
40
Contact information
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p•••••••@levelfourfinancial.com
Phone
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Background
About Peter G. Magnuson
Mr. Magnuson earned three professional designations ChFC® (Chartered Financial Consultant) CLU® (Certified Life Underwriter) and CASL® (Certified Advisor for Senior Living), this shows Peter’s commitment to his industry and clients. Only 3% of all advisors in the financial services industry have all three of these designations.* 30+ years experience and still learning. At the beginning of his career Peter was a “wholesaler” that called on investment advisors in the major wire houses. This gave him a unique vantage point to judge and understand the industry. As a result when Peter decided to work with clients directly, he sacrificed at the beginning to go the direction of Independent Financial Advisor, that way there were no specific products to push or quotas to meet. He believes that this put him in the best position to be free to do what he felt was in the best interests of his clients. This is as true today as it was 30 years ago.* Information based on data provided by "The American College"
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