Greg Pelletier
- Role
- 3g Practice Consulting
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Greg Pelletier
With over two decades of experience working with industry leaders, I’ve seen firsthand…
Experience
Present
Education
Bryn Mawr College
CFP (R), CLU, ChFC, Finance
Dean College
Associates, Management
Stonehill College
Bachelor's Degree, Management
Wake Forest Biomedical Graduate Programs
Master of Business Administration (MBA)
Skills
- Life Insurance
- 401k
- Asset Allocation
- Mutual Funds
- Long-Term Care
- Retirement
- Strategic Financial Planning
- High Net Worth Individuals
- Retirement Planning
- Securities Regulation
- Securities
- Estate Planning
- Series 7
- Financial Planning
- Investments
- Wealth Management
- Certified Financial Planner
- Series 63
- 401(K) Retirement Savings Plans
- Series 6
- Insurance
- Fixed Annuities
- Trading
- Investment Advisory
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.