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139 news stories found
Press Release
May 25, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, was recently honored as a President's Level producer by National Planning Corporation (NPC ) during the firm's recent 2011 National Conference and Excellence Awards held in Colorado Springs, CO.
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Press Release
April 2, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, will conduct two financial seminars in May. May 5 with KGO radio's Len Tillem and May 12th with San Francisco radio's Brian Sussman. Both seminars are complimentary and open to the public.
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Press Release
March 18, 2011
Pat Vitucci, a Bay area independent financial advisor, and Len Tillem*, a Bay area estate planning attorney, will launch a "virtual seminar" available through the KGO Radio website. 1 hour financial seminar available beginning noon 4/1/11 - 4/3/11.
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Press Release
March 4, 2011
Pat Vitucci, a Bay Area Independent Financial Advisor, recently launched his second weekly radio program called "Sound Money- A Conservative Approach To Investing".
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Press Release
March 3, 2011
The deVere Group, the world's largest independent financial consultancy group, has raised GBP72,030 in funds towards Combat Stress, Guillain-Barre syndrome support group.
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Press Release
February 4, 2011
Vitucci & Associates is a Bay Area independent financial advisory firm founded by Pat Vitucci.
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Press Release
January 8, 2011
Michael Argiro of 4T Financial has been named to the State of CT FIVE STAR Wealth Manager list.
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Press Release
December 15, 2010
Many financial advisors one day realize their businesses are running their lives. Michal F. Kay, President of Financial Focus says these advisors need an approach that allows an understanding of clients, and a self-awareness, from the inside out.
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Press Release
September 15, 2010
The deVere Group, the world's largest independent financial consultancy group, is pleased to announce that it has entered into a formal agreement with leading currency broker TorFX Ltd to offer foreign exchange advice to its clients.
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Press Release
August 25, 2010
Local independent advisory firm achieves distinction in recent surveys in Wealth Manager, Financial Advisor magazines, second year running.
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Press Release
July 20, 2010
The deVere Group, the world's largest independent financial consultancy group, carried out a survey further to Chancellor Osborne's Emergency Budget, held on 22nd June 2010.
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Press Release
May 16, 2010
USAdvisors Network (USAN) and Securities America, Inc. have launched www.fibenchmarking.com, a website devoted to helping banks assess their investment programs.
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Press Release
April 30, 2010
Securities America, Inc. has contracted Paul A. Werlin, president of Human Capital Resources Inc., to help the independent broker-dealer expand its presence in the financial institution channel.
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Press Release
April 24, 2010
The deVere Group, the world's largest independent financial consultancy group, announced today the opening of a new office in Zambia to service the growing demand for independent financial advice in Southern Africa.
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Press Release
April 23, 2010
Statistics released this week from Sainsbury's finance show a sharp drop in consumers taking out personal loans for debt consolidation purposes.
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Press Release
April 3, 2010
Advisorpod.com, the online resource for practice management podcasts for financial advisors, made a big splash as an exhibitor at the FPA Business Solutions conference March 1-3 in Dallas, Texas.
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Press Release
April 1, 2010
Securities America, Inc. reports that demand for its NextPhase retirement income distribution platform has exceeded expectations. To date, there have been 322 requests for proposals, representing approximately $339 million in investable assets.
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Press Release
March 25, 2010
The deVere Group is pleased to announce its success with the results of the first tranche of the Chartered Institute for Securities & Investment (CISI) examinations.
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Press Release
March 18, 2010
Moneystand founder Matt Spencer suggests savers must look for smart new ways to make the most out of their accumulated wealth in the midst of continual drops in saving rates.
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Press Release
March 6, 2010
Securities America has recognized Jaime Bordelon, executive assistant to Bill Mertins of Mertins Wealth Services in Pensacola, Fla., as its Assistant of the Year for 2009. She will be honored at the Securities America National Conference in Huntington Beach, Calif., on June 5-8.
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