Sentences with phrase «registered financial consultant»

Identify fraudulent activity on a credit report with help from a registered financial consultant in this free video on credit reports.

Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.

Joseph A. Clark, CFP, RFC — Big Joe, a Certified Financial Planner (CFP) and Registered Financial Consultant (RFC), has been in the financial services industry for more than 20 years.

He is a Certified College Planning Specialist (CCPS), a Registered Financial Consultant (RFC ®) and a charter member of the National College Advocacy Group (NCAG).

Craig Shipman — a registered Financial Consultant through CUSO Financial Services L.P. (CFS), our broker dealer — believes preparing for and managing retirement requires considerable thought and planning.

4 units for Registered Financial Consultants.

The International Association of Registered Financial Consultants (IARFC) accepts Master Certification for 20 CEs

IARFC credentials: Master Registered Financial Consultants - MRFC Registered Financial Consultants - RFC ® Registered Financial Associate - RFA ®

The International Association of Registered Financial Consultants accepts this for 5 CEs.

Not exact matches

Financial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirFinancial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirfinancial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirfinancial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with their clients.

Great for: Individuals, Employees, 401 (k) Plan participants, Financial Advisors, Insurance Agents, Brokers, Certified Financial planners, CPAs, Employee Benefits consultants, TPAs, Plan Sponsors, 401 (k) Enrollment Meetings, 401k Education, 403b education, IRA savings, Financial Advisers, Registered Representatives.

The Forum will gather broker dealers, hedge fund managers, ETF issuers and marketers, high net worth individuals, index providers, financial advisors and consultants, pension fund managers and registered investment advisors.

This example was registered in 1969 to its first of two keepers, the former Vice President of Columbia Pictures and the personal financial consultant to Ian Fleming, Kenneth Maidment (CBE).

Great for: Individuals, Employees, 401 (k) Plan participants, Financial Advisors, Insurance Agents, Brokers, Certified Financial planners, CPAs, Employee Benefits consultants, TPAs, Plan Sponsors, 401 (k) Enrollment Meetings, 401k Education, 403b education, IRA savings, Financial Advisers, Registered Representatives.

Click below to learn more about or contact a Financial Consultant registered through our broker - dealer CUSO Financial Services, L.P. (CFS).

MoneySense recently chatted with James P. Gunn, a Certified Financial Planner and Registered Retirement Consultant with Halton Wealth Management Inc., an independent wealth management firm.

Financial Consultants are dually registered with E * TRADE Securities, a registered broker - dealer, and E * TRADE Capital Management, LLC, an investment adviser registered with the SEC, and may offer services that are either one - time commission based or ongoing fee - based advisory services.

Therefore, this value and intelligent investor retreat is enjoyed by independent minded investment professionals from around the world representing private investors, certified financial analysts, high net worth individuals, hedge fund managers, family offices, registered investment advisors, stock brokers, financial consultants, security analysts, pension fund consultants, public pension funds, independent trust companies, endowments, foundations, and mutual fund managers.

Jo - Anne is a 25 year Financial Services Professional, a Certified Financial Planner, Registered Retirement Consultant, Financial Divorce Specialist and Family Mediator as well as a Collaboratively Trained Professional.

Christine is a member of the Canadian Tax Foundation, has her Certified Financial Planner designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners («STEP»).

Professional Experience Raymond James & Associates, Operations Manager / Registered Sales Assistant (Novi, MI) 2008 — Present Raymond James Financial, Transition Consultant (Southfield, MI) 2007 — 2008 The American Funds Group, Team Manager (Norfolk / Chesapeake, VA) 2003 — 2006

Professional Experience Access Financial Group (Chicago, IL) Client Relations Consultant / Marketing Manager 2005 — Present Discover Financial Services, Inc. (Riverwoods, IL) Senior Associate — Business Development / Acquisition 1999 — 2005 Morgan Stanley (Riverwoods, IL) Senior Registered Sales Assistant 1998 — 1999 Hewitt Associates, L.L.C. (Lincolnshire, IL) Retirement Consultant 1997 — 1998 Access Financial Group — Interment Trust Service (Chicago, IL) Senior Sales Associate & Creative / Production Coordinator 1994 — 1997