The requirement that a financial advisor must “Know Your Client”, including his/her tolerance for taking risks, is a universal requirement …read more
Source:: Nerd’s Eye View
The requirement that a financial advisor must “Know Your Client”, including his/her tolerance for taking risks, is a universal requirement …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.