Peter Patag
Peter Patag
About Peter Patag
Serving as a Financial Advisor is a lot like being a music producer or composer. If you think about your favorite song, there are many elements that make up what you love about it. It is comprised of different instruments, sounds, and lyrics. On their own, each instrument, sound, or word carries some meaning or value. When they are brought together, it creates the perfect combination of each of those elements – a blend of melodies, harmonies, lyrics, and rhythms the make up your favorite song.
I employ that same approach in our work together. We will identify your...
My qualifications
- Bachelors of Business Administration/Management, California Polytechnic State University at San Luis Obispo
- Agent
- Securities Industry Essentials
- General Securities Representative
- CA Insurance Lic. #4139186
My state licenses
- Kentucky
- Oregon
- Texas
- Virginia
- Washington
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations