The current regulatory oversight structure for advisors is a patchwork combination of FINRA, SEC and state securities regulators, and state …read more
Source:: Nerd’s Eye View
The current regulatory oversight structure for advisors is a patchwork combination of FINRA, SEC and state securities regulators, and state …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.