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    Joseph R. Peterson

    CLU®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Joseph

    I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance products gives my clients the confidence they need when working with a financial services representative.

    Having over 23 years of experience as a Financial Adviser and 11 years of experience on Wall Street, I am well versed in the many different areas of finance. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals for both personal and business planning. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    Take the first step in taking control of your financial future and give me a call today.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Joseph R. Peterson CLU® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 3800 Colonnade Parkway, Suite 600, Birmingham, AL 35243-2304, Tel: (205) 970-9782

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Alabama, Florida, Louisiana, Pennsylvania

    I am licensed to sell Securities Products in the following jurisdictions:
    Alabama, Florida, Georgia, New York, North Carolina, Oregon, Pennsylvania, Virginia

    Joseph R. Peterson CLU®, Pensacola, FL

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