For over 19 years Greg Pelletier worked in different jobs. Recently, Greg worked as a Director, Practice Consulting and Solution Delivery in M Financial Group developing different skills. This expert graduated from Wake Forest University Graduate School in 2017 where this professional got all the required skills. This professional has all required knowledge for his job, that's proven by these certifications in Certified Financial Planner - Cfp®, Chartered Life Underwriter - Clu, and Chartered Financial Consultant - Chfc. You can find Greg in Charlotte, North Carolina, where he lives nowadays. SoftwareOfficial has all the personal info you need to connect Greg Pelletier, such as this expert's number or email. Send the request to get more data.
Name variants:
Gregory Pelletier
Last updated May 18, 2024
Contact Information
Last Update
Jul 6, 2022
Email
gr**@lpl.com, gr**@gmail.com
Location
Charlotte, NC
Company
Workplace
Director, Practice Consulting and Solution Delivery
Portland, OR
Industry
Financial Services, Insurance Agencies and Brokerages
Colleagues
Work History
Director, Practice Consulting and Solution Delivery
1125 northwest Couch St SUITE 900, Portland, OR 97209
from Jul 2020
Financial Advisor
3500 Packerland Dr, De Pere, WI 54115
Chosen to be an advisor coach to 23 advisors in 2004 and was one of the top 50 coaches in the country
Obtained mercury award, centurion award and first year top achiever in 2004 for person...
2003 — 2006
Education
2016 — 2017
2003 — 2010
2001 — 2003
1998 — 2001
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Insurance
Long Term Care
Estate Planning
Retirement Planning
High Net Worth Individuals
Certified Financial Planner
Retirement
Mutual Funds
Investment Advisory
Wealth Management
Asset Allocation
Fixed Annuities
Life Insurance
Investments
Securities
Strategic Financial Planning
401K
Series 63
Series 6
Financial Planning
401 Retirement Savings Plans
Securities Regulation
Trading
FAQs about Greg Pelletier
What is the profession of Greg Pelletier?
This professional's job is Director, Practice Consulting and Solution Delivery
What are the main profession of Greg Pelletier?
These person's professions are Executive and Director
Where is Greg Pelletier located?
The professional is located in Charlotte, North Carolina.
What is Greg Pelletier's email?
Greg Pelletier's email is gr**@lpl.com and gr**@gmail.com.
How many companies did Greg Pelletier work at?
The professional worked at seven jobs.
Where has Greg Pelletier studied?
Greg studied at the Wake Forest University Graduate School from 2016 to 2017.
Are there any professional certifications, that Greg Pelletier has?
The professional received the following certifications: Certified Financial Planner - Cfp®, Chartered Life Underwriter - Clu, and Chartered Financial Consultant - Chfc.
Are there any special industries Greg Pelletier works in?
This person works in Financial Services industry.