Roland Ouimet (CRD# 831927) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Beverly, MA and has over 40 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Investments, LLC | Mansfield, MA | Jun 2019 - Current | 4 |
| Global Investment Advisors, LLC | Beverly, MA | Feb 2003 - Dec 2019 | 16 |
| Essex Securities LLC | Beverly, MA | May 2002 - Jun 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1983 |
- CA
- MA
- NH
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Total Assets Under Management965MILLIONS
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Total Number of Accounts2,797ACCOUNTS
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Average Account Value$344,973
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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