Congrats Jake for Passing Series 65!

Congratulations, Jake Cedor, for passing the Series 65 Exam! As an Investment Advisor Representative (IAR), Jake will be able to assist in developing our wealth management strategies and completing trading tasks for clients. Jake’s role as a Paraplanner and now IAR continues to expand the quality of advice and service we provide our clients. Well done, Jake!

11/05/2024

Congrats Jake for Passing Series 65!

Congratulations, Jake Cedor, for passing the Series 65 Exam!

As an Investment Advisor Representative (IAR), Jake will be able to assist in developing our wealth management strategies and completing trading tasks for clients. Jake’s role as a Paraplanner and now IAR continues to expand the quality of advice and service we provide our clients. Well done, Jake!

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