Regulators around the world require financial advisors to assess their clients’ risk tolerance to determine if an investment is suitable …read more
Source:: Nerd’s Eye View
Regulators around the world require financial advisors to assess their clients’ risk tolerance to determine if an investment is suitable …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.