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This profile was last updated on 5/11/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David W.D. Core

Wrong David W.D. Core?

Chief Executive Officer

Phone: (800) ***-****  
Local Address: , Saskatchewan, Canada
Pinnacle Financial Services
140 2Nd Ave. N.W.
Swift Current , Saskatchewan s9h 0p2
Canada

Company Description: Pinnacle Financial Services is a division of Bragg Financial Corporation. We provide a full scope of financial services to self employed individuals, corporations...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • B.S./B.A.
23 Total References
Web References
For the past seven years Ms. ...
www.sec.gov, 11 May 2015 [cached]
For the past seven years Ms. O'Brien has worked as Executive Assistant to David Core, CEO of Pinnacle Financial Services, Inc.
Strengthening Your 401(k) - Pinnacle Financial Services - creating your financial dream
www.pfslink.com, 17 Jan 2008 [cached]
DAVID W. D. CORE PINNACLE FINANCIAL SERVICES, INC.
...
DAVID W. D. CORE
...
David W. D. Core is a Certified Financial Planner, a Chartered Financial Consultant, and a Certified Life Underwriter.In 1984, he founded Pinnacle Financial Services, Inc. with the primary focus of reducing the employer effort in providing a 401(kJ plan to their employees.In 1994, armed with the belief that the PEO industry is, and would continue to be, one of the fastest growing industries in the country, he began to develop the PEO 401(k) `Dream Plan.
Pinnacle Financial Services - creating your financial dream
www.pfslink.com, 23 Aug 2010 [cached]
David W.D. Core
...
David is a member of the International Association of Financial Planners. He completed his B.S./B.A. majoring in finance and has attained the professional certifications of CERTIFIED FINANCIAL PLANNERâ„¢ practitioner, Certified Life Underwriter and Chartered Financial Consultant. Mr.. Core has over 15 years experience in planning, record keeping, and administration of employee / executive benefit plans.
David Core is an active member of NAPEO and a prime contributor to the curriculum for retirement planning for NAPEO's PEO University. He has been extensively published within the Professional Employer industry with contributions to the PEO Insider and the ProEmp Journal. Some examples of the quality information he has provided to the PEO industry include:
...
David W.D. Core is a registered representative of, and securities offered through, Lincoln Financial Advisors Corp.
Pinnacle Financial Services - creating your financial dream
www.pfslink.com, 17 Jan 2008 [cached]
David W.D. Core CFP, CLU, CHFC CEO
...
David W.D. Core
...
Core is the recipient of the prestigious Wall Street Journal Award.David is a member of the International Association of Financial Planners.He completed his B.S./B.A. majoring in finance and has attained the professional certifications of CERTIFIED FINANCIAL PLANNER practitioner, Certified Life Underwriter and Chartered Financial Consultant.Mr..Core has over 15 years experience in planning, record keeping, and administration of employee / executive benefit plans.
David Core is an active member of NAPEO and a prime contributor to the curriculum for retirement planning for NAPEO's PEO University.He has been extensively published within the Professional Employer industry with contributions to the PEO Insider and the ProEmp Journal.Some examples of the quality information he has provided to the PEO industry include:
...
David W.D. Core is a registered representative of, and securities offered through, Lincoln Financial Advisors Corp.
David William Dean ...
www.sec.gov, 21 Sept 2007 [cached]
David William Dean Core
...
For the past two years Ms. O'Brien has worked as Executive Assistant to David Core, CEO of Pinnacle Financial Services, Inc.
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