Josh Kimber, CFP®
Financial Advisor at Pinnacle Investments, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Syracuse-Auburn Area
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Credentials
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Certified Financial Planner (CFP)
CFP Board -
Series 6 License
FINRA (Financial Industry Regulatory Authority) -
Series 63 License
FINRA (Financial Industry Regulatory Authority)
Experience
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Pinnacle Investments, LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jul 2021 - Present
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Lee E. Kalin & Associates
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1 - 100 Employee
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Tax Preparer and Financial Assistant
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Nov 2018 - Jul 2021
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Hedley & Co CPAs
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United States
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Accounting
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1 - 100 Employee
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Staff Accountant
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Nov 2015 - Oct 2018
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Hedley Kobylar Wealth Management Group, LLC
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United States
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Financial Services
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Financial Advisor
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Nov 2015 - Oct 2018
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Education
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2010 - 2014
SUNY Polytechnic Institute
Bachelor of Science - BS, Accounting
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