After a summer and fall of rigorous study, Patrick and Josh both passed their FINRA Series 7 and 66 exams and their Arizona Life and Health Insurance licensing exams on the first try! As licensed advisors, Patrick and Josh will each assume the new title of Financial Advisor/Relationship Manager.
“Patrick and Josh have been working closely with us, developing their skills in financial planning and case management,” said Lennard van der Feltz, Founding Partner of Pinnacle Financial Advisors. “They have both distinguished themselves with exceptional contributions to our team.”
The addition of two licensed advisors further enhances our ability to provide the highest level of service, crafting holistic, long-term financial plans that align with each client’s goals and needs.
“Professional development is essential to ensure we provide clients exceptional attention and advice,” said Founding Partner Susan Talbott. “We’re thrilled to mentor Josh and Patrick as they continually expand their roles on the Pinnacle team.”
We are very proud of Patrick and Josh’s incredible efforts this past year and look forward to their continued high level of performance on the Pinnacle team!