David Peterson

David started his career in 1994 with a Wall Street firm helping people invest and manage portfolios. His clients range from individuals and families to business and retirement plans. In November of 1999, he started Alliance Advisors and ultimately Alliance Advisors Wealth Management, a Registered Investment Advisor. He graduated from University of North Carolina with a degree in Economics and holds Series 7 (General Securities Representative Exam), 63 (Uniform Securities Agent State) and 65 (Investment Advisor Representative) securities licenses. His Insurance Licenses include Life, Health, Accident, Property and Casualty

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By Kayla Guzek|2026-02-02T16:24:27-05:00October 10, 2022|Comments Off

About the Author: Kayla Guzek

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Investment involves risk, including the possible loss of principal. Past performance is no guarantee of future results.These courses are educational in nature and do not evaluate the suitability of any investment for your specific financial situation, objectives, or risk tolerance.This course is for educational purposes only and does not provide legal, tax, or specific investment advice. Information provided regarding Social Security, inflation, and tax liabilities is for educational purposes only and is intended to illustrate general concepts. AFES and its instructors do not provide tax, legal, or accounting advice. Because tax laws are complex and subject to change, the impact of Social Security benefits on your specific tax situation will depend on your individual income levels and filing status. We strongly recommend that you consult with a qualified tax professional or CPA before making any decisions based on this information. This presentation is not endorsed or approved by any other Government Agency.

The testimonials presented reflect the individual experiences of past participants and do not guarantee future success or specific financial outcomes. These statements are uncompensated and may not be representative of the typical student experience. As AFES is an educational program, these testimonials should not be viewed as legal, tax, or investment advice. Participants are encouraged to consult with their own professional advisors before making financial decisions.

SWG 5117902-0126

David Peterson

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About the Author: Kayla Guzek

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