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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Marie Furgiuele is a financial advisor with Pinnacle Investments, LLC. Jean Marie has been in the financial industry since 1990. Before joining Pinnacle Investments, LLC, Jean Marie worked at Essex Securities LLC, Questar Capital Corporation, Prim Securities, Incorporated, IFG Network Securities, Inc., Buckhead Financial Corporation, Walnut Street Securities, Inc., Waddell & Reed, Inc., and Dean Witter Reynolds Inc.. Jean Marie is registered with the state of Pennsylvania and holds the Series 63, Series 24, Series 82TO, SIE, and Series 7 licenses. Jean Marie's area of specialization includes Portfolio management for individuals, Financial planning, and Educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
PA
12/18/2020 - Present
Pinnacle Investments, LLC (MONACA PA)
PA
01/02/2004 - 07/10/2019
ESSEX SECURITIES LLC (Monaca PA)
MN
11/08/2000 - 11/17/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
OH
02/03/1998 - 11/08/2000
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
GA
12/12/1996 - 12/15/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
10/09/1996 - 12/11/1996
BUCKHEAD FINANCIAL CORPORATION
CA
08/12/1994 - 02/15/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
KS
07/21/1992 - 10/15/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
09/25/1985 - 08/10/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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