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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
Jennifer Evans (CRD# 6777487) is an Investment Advisor Representative working at Credit Union Investment Services in Wendell, NC and has over 6 years of experience in the finance industry.
Jessica Lamb (CRD# 4437310) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wendell, NC and has over 21 years of experience in the finance industry.
Lesia McKenzie (CRD# 5854761) is an Investment Advisor Representative working at Edward Jones in Wendell, NC and has over 13 years of experience in the finance industry.
Merri Morgan (CRD# 2571488) is an Investment Advisor Representative working at Avantax Advisory Services in Wendell, NC and has over 29 years of experience in the finance industry.
Jonathan Perry (CRD# 4780457) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wendell, NC and has over 19 years of experience in the finance industry. Jonathan Perry 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.
Charles Feehely (CRD# 7729916) is an Investment Advisor Representative working at Charles Michael Financial LLC in Wendell, NC and has 1 year of experience in the finance industry. Charles Feehely 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.
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.
Scott Abee (CRD# 1587979) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Raleigh, NC and has over 37 years of experience in the finance industry.
Stephanie Abee (CRD# 5888654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.