The Pinnacle Group
Morgan Christiansen's work experience began in 2012 at The PRISM Group of North Florida, Inc. as a Financial Advisor Assistant, supporting Bert Costa, CFP and Alex Cooper, CFP with client and back-office tasks. In 2015, Morgan joined Equitable as a Financial Services Representative, specializing in risk management and wealth preservation strategies for school districts in North Florida. From 2016, Morgan has been with The Pinnacle Group, holding various roles including Strategic Distribution Consultant, Vice President of Retirement Services - North America, and currently, Vice President of Distribution.
Morgan Christiansen obtained a Bachelor of Science degree in Aviation/Airway Management and Operations from Jacksonville University from 2011 to 2015. During the same period, Morgan Christiansen also earned a Bachelor's of Business Administration degree with a focus on Finance, General from the same institution. In addition, Morgan Christiansen holds certifications such as Series 6 from FINRA, Series 63 from NASAA, and Series 65 from NASAA, although the specific months and years in which these certifications were obtained are not provided.
The Pinnacle Group
ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT. In an increasingly commodified marketplace, there’s less value to selling a thing and far more value in its implementation. Anyone can promise you a successful outcome. But only a few will commit to getting you there. Our number one focus is to maximize your business by utilizing leverage and mitigating risk. In order to begin that process, we simply look at your book of business in the way that is most natural to an advisor. And with a nationwide sales support network, you always have direct access to a Pinnacle team member that can turn your business opportunities into action.