2017 FPA NorCal Convention

When I was a senior in high school I used to be the cadet first sergeant of the Hollywood High College Jr. ROTC. In relation to searching for a Financial Advisor, many persons are looking for one that is PAYMENT-ONLY. A class of 15 financial consultants graduated from our inaugural FC Academy, a 24-month developmental rotational program getting ready current faculty graduates for a career in one in all our branch offices. From 2004 to 2009, Mr. Bogosian worked as Senior Inner Wholesaler with John Hancock Financial the place he earned Prime Salesman honors and educated new hires in the Mentorship Program.

In many cases, Schwab’s monetary consultants signify an ideal candidate” for major brokerage corporations, though they aren’t thought of as a conventional recruit, stated Invoice Willis, president and CEO of Willis Consulting. Perspective Monetary Companies is known as in AdvisoryHQ’s ranking of the High 11 Monetary Advisors in Phoenix and Scottsdale for the second consecutive year.

Throughout his career, his key targets have been to help educate purchasers on core monetary planning concepts and to offer objective planning and funding recommendation. Prior to founding Parallel, C.J. worked as a Monetary Advisor for UBS Financial Services, a Management Consultant for Accenture PLC, and an Institutional Broker for Hartfield, Titus & Donnelly.

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