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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Lance Ray (CRD# 3066927) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Holly Springs, NC and has over 25 years of experience in the finance industry. Lance Ray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Stone (CRD# 6368025) is an Investment Advisor Representative working at Edward Jones in Holly Springs, NC and has over 9 years of experience in the finance industry.
Robert Volpe (CRD# 4126954) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Holly Springs, NC and has over 24 years of experience in the finance industry. Robert Volpe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Katherine Alepa (CRD# 4115789) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Holly Springs, NC and has over 22 years of experience in the finance industry. Katherine Alepa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Chani Oscavich (CRD# 6465291) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Holly Springs, NC and has over 8 years of experience in the finance industry.
Nathan Philbrook (CRD# 6959252) is an Investment Advisor Representative working at Edward Jones in Holly Springs, NC and has over 4 years of experience in the finance industry.
David Simmons (CRD# 6013319) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Holly Springs, NC and has 1 year of experience in the finance industry.
Rebecca Streamo (CRD# 7116993) is an Investment Advisor Representative working at Wms Partners, LLC in Holly Springs, NC and has over 4 years of experience in the finance industry.
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where...
Leon Abbas (CRD# 1158688) is an Investment Advisor Representative working at Townsend Asset Management Corp. in Raleigh, NC and has over 24 years of experience in the finance industry. Leon Abbas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.