Abby Peterson, Equitable Advisors Financial Professional

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 an

d 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.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
06/17/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026". https://static....
06/17/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026".https://static.fmgsuite.com/media/documents/f502ac7f-f8e2-4153-9b28-2ca3b10f5140.pdf

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
06/15/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/12/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Create your perfect outdoor retreat with a cozy hammock setup. Nestled between trees or supported by a sturdy frame, a h...
06/12/2026

Create your perfect outdoor retreat with a cozy hammock setup. Nestled between trees or supported by a sturdy frame, a hammock offers the ultimate relaxation spot. Add a soft throw blanket and some decorative pillows for extra comfort. Whether you're reading a book, taking a nap, or simply enjoying the sounds of nature, a hammock is your ticket to a peaceful escape in your own backyard.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/10/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?". ...
06/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?".https://static.fmgsuite.com/media/documents/999887cf-1fb3-42da-a4b2-ee341d256584.pdf

Even low inflation rates can pose a threat to investmentreturns.
06/08/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

06/07/2026
Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
06/05/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Address

6050 Oak Tree Boulevard , Suite 320
Independence, OH
44131

Telephone

+12164168793

Website

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