John Pimental

Founding Partner And Financial Advisor

view source

Location:

59 Sprague St, Portsmouth, RI 02871

Industry:

Financial Services

Work:

Chartered Course Financial Group
Founding Partner and Financial Advisor
Boston Partners Financial Group, Llc May 2011 - Oct 2017
Vice President - Financial Planner
Metlife Jun 1, 2007 - May 1, 2011
Investment Advisor Representative
Nationwide Financial Mar 1, 2004 - Jun 1, 2007
Agent
Metlife May 1, 2002 - Mar 1, 2004
Registered Representative

Education:

University of Rhode Island 1996 - 2001
Bachelors Bishop Feehan High School 1993 - 1996

Skills:

Series 7
Series 6
Series 63
Series 66
Securities License
Life and Health Insurance Licenses
Property and Casualty Insurance Licenses
Investments
Retirement Planning
401 and Company Plan Rollovers
College Funding Strategies
Insurance/Risk Management
Estate Conservation Strategies
Charitable Gift Planning
Special Needs Planning
Business Benefits
Business Succession Planning
Financial Analysis
Uniform Combined State Law
Insurance
Financial Services
Investment Strategies
Wealth
Retirement
Wealth Management
Finance
Asset Allocation
Financial Planning
Trading
Securities
Financial Advisory

Interests:

Personal Fitness
Children
Economic Empowerment
Politics
Environment
Education
Fishing
Human Rights
Golf
Animal Welfare

Languages:

English

John Pimental

view source

John Pimental

view source

John Tony Pimental

view source

John Pimental

view source