Our Team
Lisa Pelletier
Client Service Manager
Lisa joined Peck Financial in 2012 after having spent 15 years providing underwriting support to a large MGA. Today her job duties include communicating with clients, their doctors and insurance companies to procure the best possible underwriting results. Lisa holds a Florida 2-15 Life, Health and Variable Annuities Agent license and is well versed on life, disability and long-term insurance underwriting. Lisa is a native Floridian and strives to deliver outstanding service to meet the needs of Peck Financial clients.
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Peck Financial is independently owned and operated.
Peck Financial is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. Â
File #6652733.1