Ptm Financial
Welcome! At PTM Financial we help you Plan out your best life, and to not only adjust to life’s changes, but to Thrive in the face of those changes and ultimately Matter in ways that are truly meaningful to you. Whether is a stress free retirement, family legacies, charitable endeavors, or coffee on the porch with a sunrise and a loyal dog. Your goals and aspirations become our own. It will be our privilege to partner with you and help you turn your dreams into reality. The financial professionals of PTM Financial are registered representatives with, and securities offered through LPLFinancial, member FINRA/SIPC.Investment advice offered through Stratos Wealth Partners, Ltd, a registered investmentadvisor. PTM Financial and Stratos Wealth Partners, Ltd. are separate entities from LPL Financial.
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 3 verified contacts at Ptm Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- SA
Sebastian Acevedo
Executive Assistant · General Business & Management
EmailPhone - MP
Maggie Pierik
COO at Ptm Financial · Other
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Ptm Financial
3 distinct titles indexed · top 3 shown.
- 1coo at ptm financial
- 1executive assistant
- 1financial firm
Sign up to unlock all 3 contacts at Ptm Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Ptm Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.