MC
Monica Coles
from Pinnacle Investments, LLC
Monica Coles is a financial advisor based in New York, East Syracuse,
with 16 years of experience. Monica currently works for
Pinnacle Investments, LLC.
Monica maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Monica Coles works at Pinnacle Investments, LLC
Pinnacle Investments, LLC is a financial advisory firm based in East Syracuse, New York. It currently has approximately $844,112,886 of assets under management and employs about 61 people. Pinnacle Investments, LLC uses a fee structure of a percentage of assets under your management, hourly charges and educational workshops.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and educational workshops
Office location
5845 Widewaters Pkwy, Ste 300, East Syracuse, New York, 13057
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