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Search News by Tag: financial advisor

535 news stories found

Press Release December 10, 2019
Amos Beason Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
Mr. Beason has been endorsed by Marquis Who's Who as a leader in financial advising
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Press Release November 22, 2019
Jeff Meyers Celebrated for Dedication to the Field of Wealth Management
Mr. Meyers offers clients personalized financial services to enhance their financial security and manage their taxes through his work with Meyers Wealth Management, LLC.
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Press Release November 19, 2019
René Nourse has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
A trailblazer in her industry, Ms. Nourse is the founder and chief executive officer of Urban Wealth Management
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Press Release November 19, 2019
Shawn M. Mauro has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
Mr. Mauro obtained a Five Star Wealth Management Award for six consecutive years
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Press Release November 13, 2019
Angela Vlach Named CEO of Financial Advocates, Making Her The First Female Leader of a Large Enterprise at LPL Financial
Gary Campbell to assume the role of Chief Strategy Officer
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Press Release November 8, 2019
Twelve Financial Advisors Seeking Independence Join Financial Advocates
Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarter
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Press Release November 6, 2019
Qunnie Lin has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
Ms. Lin celebrates success in the field of financial planning
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Press Release November 1, 2019
Financial Advocates' Ignite Conference Delivers New Perspectives, Strategies, and A Vision For The Future
Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael Wilson
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Press Release October 21, 2019
Wayne Gregory has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
A prominent boxer and boxing coach, Mr. Gregory intends to franchise his business across the United States
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Press Release October 1, 2019
Elliot Kallen has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
Mr. Kallen is the president of Prosperity Financial Group, Incorporated
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Press Release September 18, 2019
Jonathan Scudder Celebrated for Dedication to the Field of Finance
Mr. Scudder channels years of expertise in project management and financial reporting into his work with CounterTek
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Press Release September 17, 2019
Independent Financial Advisor, Doug Charney, of Charney Investment Group, Voted Simply the Best Stockbroker
Doug Charney Wins Simply the Best Stockbroker in a Reader's Choice Poll Conducted by Harrisburg Magazine.
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Press Release September 9, 2019
Brian Presley Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
Mr. Presley has been endorsed by Marquis Who's Who as a leader in the finance industry
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Press Release August 20, 2019
Sid Miramontes has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
Mr. Miramontes was selected for inclusion in the 2019 edition of Top 100 in Finance
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Press Release August 13, 2019
Col. John Francis Rogan Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
Col. Rogan has been endorsed by Marquis Who's Who as a leader in the finance industry
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Press Release August 6, 2019
Travis Godley, of Godley Wealth Management, Wins Best Financial Advisor of Acadiana for 2019
Travis Godley Named Best Financial Advisor of Acadiana for 2019.
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Press Release August 2, 2019
Mortimer L. Downey Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
Mr. Downey has been endorsed by Marquis Who's Who as a leader in the finance industry
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Press Release July 18, 2019
Financial Advocates' Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others
Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.
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Press Release July 12, 2019
Financial Advocates Continues To Attract Advisors with Expanded Custom Services Program
In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.
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Press Release June 26, 2019
The Entrust Group Announces IRA Academy 2019
The Entrust Group's 2019 IRA Academy offers expert instruction in IRAs and IRA-based employer-sponsored plans to financial professionals.
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