Bill has been on the financial planning business for over 20 years. Bill earned A Bachelors Of Science Degree in Accountancy from Western Illinois University in 1980. Bill has earned many industry designations including: Certified Public Accountant, Certified Financial Planner, and Registered Financial Consultant. Bill holds FINRA Series 7, 24 & 66 licenses. He also holds a Life, Heath and Annuity licenses in the state of Illinois and various other states.
For the past 20 years, Mr. Peterman has been helping individuals in areas of financial planning, investment planning and tax planning. In addition to working with individual clients, he has been a national trainer and has taught numerous seminars for the public on all areas of investment and financial planning.
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
William Peterman is an independent contractor of Money Concepts
note: PETERMAN FINANCIAL GROUP is an independent firm and not affiliated with Money Concepts