With work experience over 14 years, Pina Formicola is nowadays working at Sage Rutty & Co that is situated in 2816 as a Wealth Manager, Awmaâ, Aif. Pina received his education from 2012 to 2014 at the College For Financial Planning. This person is a certified expert, proven by the following certifications: Awma Pina Formicola speaks fluently two languages: Italian and Mandarin. Pina is located in Rochester, New York. To contact with Pina, you can look for their phone number or e-mail or get full information by requesting access to the professional's further details on this website.
Name variants:
Pina Formicola
Last updated Jun 12, 2024
Contact Information
Workplace
Wealth Manager, Awmaâ , Aif
Rochester, NY
Industry
Financial Services, Investment Brokers
Colleagues
Work History
Wealth Manager, Awmaâ , Aif
Rochester, NY
www.sagerutty.com/pina
from Feb 2016
Financial Advisor, Awma
36 west Main St, Rochester, NY 14614
Financial Planning; Portfolio Management
Jan 2007 — Jan 2016
Independent Consultant
1011 Boulder Springs Dr SUITE 150, Richmond, VA 23225
Established relationships with leading financial institutions such as UBS & Saxo Bank in Singapore & Far East regions as it related to Technical Research. Extensive work was done with Singap...
Mar 2007 — Jun 2010
President
Registered Investment Advisor
Managed over 100mm in Assets in 401k's, 403b's & individual accounts. Provided in-depth technical research on individual equities
ETFs
traditional Mutual Fu...
Mar 2005 — Mar 2007
Education
2012 — 2014
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Retirement Planning
Portfolio Management
Wealth Management
Investments
Financial Planning
Techinical Analysis
Long Term Care Insurance
Life Insurance
Series 7
Series 63
Series 65
Series 24
Series 6
Accredited Wealth Management Advisor
Leadership
FAQs about Pina Formicola
What's the main profession of Pina Formicola?
This professional's job is Wealth Manager, Awmaâ, Aif
What jobs is Pina Formicola a professional at?
Pina Formicola is proficient at Executive and Manager jobs.
Where does Pina Formicola live?
The professional lives in Rochester, New York.
How many companies did Pina Formicola work at?
The professional worked at four jobs.
Where has Pina Formicola studied?
Pina studied at the College For Financial Planning from 2012 to 2014.
Are there any professional certifications Pina Formicola has?
This expert received the following certifications: Awma.
What languages does Pina Formicola speak?
Pina Formicola speaks Italian and Mandarin.
What is professional industry that Pina Formicola worked in?
Pina works in Financial Services industry.