Peter  Kettle,  CFP<sup>&reg;</sup> - Financial Advisor

Peter Kettle, CFP®

Financial Advisor

Ameriprise Financial

Iron Birch Advisors, 767 3rd Ave
New York, NY 10017
FINANCIAL ADVISOR'S WEBSITE
(212) 759-2150

General

Peter Kettle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: NY, NJ, PA, FL
  • Health/disability insurance: NY, NJ, PA, FL
  • Fixed annuities: NY, NJ, PA, FL
  • Variable annuities: NY, NJ, PA, FL

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources