Company intelligence
Pettinelli Financial Partners
Our people, process, and passion inspire us to holistically serve our client families.
About Pettinelli Financial Partners
Pettinelli Financial Partners is a multi-generational planning firm that serves families, professionals, and entrepreneurs by helping to grow and preserve their livelihoods, lifestyles, and legacies. We leverage our proven planning process and coordinate the efforts of your entire team of advisors to help you achieve your goals. The financial consultants at Pettinelli Financial Partners are Registered Representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Pettinelli Financial Partners are separate entities from LPL Financial.
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Signals from Pettinelli Financial Partners
3 published signals
Presence & Recognition
Pettinelli Financial Partners is hosting a workshop on Thursday, September 24th, to support community education and help families plan for the future.
Reported by Genevieve Cornish
Presence & Recognition
Pettinelli Financial Partners hosted golf tournaments supporting the autism community and visiting Prince's estate, as well as LPL Financial's annual flagship event.
Reported by Pettinelli Financial Partners
People
Pettinelli Financial Partners celebrated the wedding of Client Service Associate Nicholas Gurevich.
Reported by Pettinelli Financial Partners