Abby Peterson, Equitable Advisors Financial Professional

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Abby Peterson, Equitable Advisors Financial Professional I am originally from the Cleveland area; I graduated from Our Lady of Angels and Saint Joseph Academy.

CA Insurance License # 4532756
Hardworking, Passionate Financial Professional at Equitable Advisors helping individuals and families keep more of their hard-earned money to reach their individualized financial goals and aspirations. I also graduated from Ohio University in May of 2024 with a Bachelor of Business Administration degree. I majored in finance and strategic leadership and management and earned a certificate in financial services. At Ohio University, I worked as a teaching assistant for the College of Business Finance Department. In this role, I furthered my knowledge in risk and insurance and helped other students learn more about the importance of insurance. Throughout my senior year, I went through the testing process to become fully licensed as a financial professional. I passed the Securities Industries Essentials (SIE) Exam, Ohio Life and Health Exam, Series 66 Exam, and Series 7 Exam. I am super excited to begin my career with Equitable Advisors as a Financial Professional. I hope to use the skills I learned throughout my education to help individuals and families to reach their financial goals and aspirations. I have joined a team of highly qualified individuals that will assist me in my career development and reaching my clients goals.

Check out LPL Financial Research's Weekly Commentary on the market: "Big Numbers, Big Expectations: Three Keys to Earnin...
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Check out LPL Financial Research's Weekly Commentary on the market: "Big Numbers, Big Expectations: Three Keys to Earnings Season"

https://static.fmgsuite.com/media/documents/2e19b6eb-a339-45e3-9802-3688adad0d74.pdf

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When considering a record keeping system for your business, you need to ask yourself some very important questions

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Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Business owners should consider a succession plan sooner rather than later.
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Business owners should consider a succession plan sooner rather than later.

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Check out LPL Financial Research's Weekly Commentary on the market: "Moats vs. Inertia: Unpacking the Personal AI Agent ...
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Check out LPL Financial Research's Weekly Commentary on the market: "Moats vs. Inertia: Unpacking the Personal AI Agent Threat".
https://static.fmgsuite.com/media/documents/9adf4220-bcfd-4764-82a9-db4bb18cdc5f.pdf

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
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Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

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Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

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Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
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Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowi...
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Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowing".https://static.fmgsuite.com/media/documents/2d8a7dfe-7fec-4523-bf2c-025094a083be.pdf

Just as great voyages required preparation and a clear course, achieving financial goals starts with a plan. This Columb...
10/12/2026

Just as great voyages required preparation and a clear course, achieving financial goals starts with a plan. This Columbus Day, we're reminded that navigating the future is easier with a trusted guide and a destination in mind. Wishing everyone a safe and enjoyable holiday. ⚓📈

Address

6050 Oak Tree Boulevard , Suite 320
Independence, OH
44131

Telephone

+12164168793

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