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| Investment Management Team |
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Steven R. Pickard, AAMS
Chief Executive Officer
Education
Christian Brother Academy, Syracuse, NY
Bachelor of Arts, Finance, Mercyhurst College, Walker School of Business, Erie, PA
Professional Designations
Accredited Asset Management Specialist (AAMS), College of Financial Planning
Professional Licenses
FINRA General Securities Representative (Series 7)
FINRA General Securities Principal (Series 24)
FINRA State Securities Agent (Series 66)
FINRA Registered Investment Advisor Representative (Series 66)
New York State Insurance License for Life, Accident, and Health
Professional Affiliations
Pinnacle Investments, Financial Advisor
Professional Experience
10 Years
spickard@pcm-advisors.com
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