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First Citizens Bank
2 Wealth Associates in Cary
Jeffrey Pellicani Locations Premier Relationship Banker I Platform Sales, AVP & ASST SEC
Address
Focus Areas
Cash Flow Planning
Customized Lending
Financial Planning Guidance
Personal Banking Solutions
See All Education
University of Maine
Areas Served
Focus Areas
Cash Flow Planning
Customized Lending
Financial Planning Guidance
Personal Banking Solutions
See All Education
University of Maine
Financial Consultant, Vice President
Address
Areas Served
Apex
Cary
Fuquay Varina
Holly Springs
See All Focus Areas
Financial Planning
Insurance Planning
Retirement Planning
Risk Management
Tax Efficient Investing
See All Education & Certifications
Leeds University, UK: B.Ed (Hons)
Adelphi University, NY: M.A.
Chartered Retirement Planning Counselor (CRPC®)
Accredited Wealth Management Advisor (AWMA®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Apex
Cary
Fuquay Varina
Holly Springs
See All Focus Areas
Financial Planning
Insurance Planning
Retirement Planning
Risk Management
Tax Efficient Investing
See All Education & Certifications
Leeds University, UK: B.Ed (Hons)
Adelphi University, NY: M.A.
Chartered Retirement Planning Counselor (CRPC®)
Accredited Wealth Management Advisor (AWMA®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
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