Medallion Wealth Advisors

CONNECT

Address:

2 Bridgewater Road, Suite 104
Farmington, CT 06032

Phone:

860-967-3032

Fax/Other:

860-255-7774

Henry J. Peterson

Henry J. Peterson

Investment Advisor Representative

Education and Licensing

  • BA - Economics
    University of Connecticut
    Storrs, CT
  • NEA Retirement Specialist - Expertise in non-profit retirement plans such as 403(b)'s and qualified to discuss CTRB pension benefits.
  • Series 7 - General Securities Representative
  • Series 65 - Investment Advisory Agent
  • Series 63 - Uniform State Exam
  • Series 6 - Investment Company Products/Variable Life Contracts Representative Exam
  • Life & Accident Licensed

Personal Hobbies, Clubs and Associations

  • Enjoys mountain biking, snowboarding, golfing, lacrosse and the outdoors
  • Volunteer Coach for Farmington High School Men's Lacrosse

Prior Business Experience

  • 2013 - 2014: First Investors Corporation*
    Registered Representative
    East Hartford, CT 06108

 

Phone 860-269-0130
Fax 860-255-7774
Mobile Phone 860-983-3682
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck