BOSTON, April 18, 2016 /PRNewswire/ -- For the first time in Signator Investors, Inc.'s history, the same firm has been named the best practice and its leader the broker-dealer's top representative. Pettinelli Financial Partners of Redwood City, CA, led by Principal Dennis Pettinelli, CLU, ChFC, CLTC, LUTCF, was named Signator Investors, Inc.'s "Practice of the Year" for the firm's excellence in key areas of practice management, client service, and overall practice performance, and Pettinelli was named Signator's top representative.
Pettinelli Financial Partners is a multi-generational planning firm that serves families, professionals, and entrepreneurs by helping to grow and preserve their livelihoods, lifestyles, and legacies. They leverage their proven planning process and coordinate the efforts of the entire team of advisors to help clients achieve their goals.
Signator's "Practice of the Year" competition, made possible in part due to its relationship with Fidelity Clearing & Custody SolutionsSM, includes a rigorous assessment conducted by the international management consulting firm Business Health, which reviewed client service, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.
Being at the top isn't new to Pettinelli Financial Partners though. This firm had been named as a finalist for the Practice of the Year last year, and Pettinelli had been Signator's top representative last year and in prior years.
"I congratulate everyone at Pettinelli Financial Partners for their outstanding work serving the firm's clients, a true team effort," said Brian Heapps, president of John Hancock Financial Network which oversees Signator. "Having been affiliated with our independent broker dealer for more than 30 years, Dennis has the experience to help his clients with their dreams, while fostering an environment that is well run and helps his staff work to toward theirs. He truly is one-of-a-kind and we're honored to have Pettinelli Financial Partners affiliated with Signator Investors, Inc."
"We have been impressed with Pettinelli Financial Partners' ongoing quest for improved business practices," said Ray Henderson, principal, Business Health. "They have systematically developed and implemented their processes to increase business efficiency while delivering first class client service. Their recent client survey results were outstanding indicating an exceptional level of client satisfaction. "
Using a collaborative team approach, the firm is energized by new ideas and sophisticated financial solutions designed to meet each client's unique needs. They believe every client should understand how their money is invested and what it means to be successful in all aspects of their financial lives. Pettinelli Financial Partners looks forward to continuing to help their clients generate and preserve wealth through every phase of their lives.
About Business Health
Business Health is an international consulting firm specializing in the financial services industry. Business Health has developed and marketed a suite of unique and exclusive business diagnostic tools which are supported by a range of specialized consultancy services.
About Fidelity Clearing & Custody Solutions
Fidelity Clearing & Custody SolutionsSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks and insurance companies. In addition to providing services to third-party institutions, the National Financial Services LLC (NFS) brokerage platform supports all the clearing and custody businesses at Fidelity Investments®, including Fidelity's retail, and capital markets businesses, bringing NFS assets under administration to $3.1 trillion as of December 31, 2015.
Fidelity Clearing & Custody Solutions ("Fidelity") is an independent company, unaffiliated with Signator Investors Inc., Pettinelli Financial Partners and Business Health. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. National Financial, Fidelity Clearing & Custody Solutions and Fidelity Investments are registered service marks of FMR LLC.
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker dealer/investment adviser with a national network of independent firms and approximately 1,500 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/
Securities and investment advisory services offered through Signator Investors, Inc., member FINRA/SIPC, a registered investment adviser. 197 Clarendon St., Boston, MA 02116.
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SOURCE Signator Investors, Inc.