Latest Breaking News On - Domestic partnership advisor - Page 1 : comparemela.com

Claudia Cypher Kane assumes role as 2024 FPA president

Claudia Cypher Kane assumes role as 2024 FPA president
insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.

Northern irelandUnited kingdomUnited statesEl dorado countyCourt appointed special advocatesRaymond james financial services in rosevilleDomestic partnership advisorQueen universityBooth schoolWealth instituteWharton schoolFinancial planning associationannouncedClaudia cypher kaneRaymond james financial servicesNorthern californiaCertified financial planner board

My History in Finance: The Queen Arrives

This week we will about a long-time employee I call "The Queen."

United statesWichita fallsMichelle kuehnerGary silvermanCertified financial health counselorDomestic partnership advisorWichita falls times recordPersonal money planningFinancial managementPersonal moneyApril foolTexas state security boardChartered financial consultantChartered retirement planning counselorCertified educatorPersonal finance

Claudia Cypher Kane named FPA 2023 president-elect

Claudia Cypher Kane named FPA 2023 president-elect
insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.

United statesUnited kingdomNorthern irelandEl dorado countyDennisj mooreJames leeGeorge fernClaudia kaneMidamerica nazarene university in olatheChapter leadership conference development committeeBooth schoolCourt appointed special advocatesQueen universityRaymond james financial services in rosevilleFinancial planning associationOnefpa transition task

Raymond James, LPL Financial, Stifel, plus NAPFA service awards, domestic partner certification and more

Here's what you missed this week in wealth management.

College for financial planningNational association of personal financial advisorDomestic partnership advisorLincoln financialStrategic market solutionAccredited domestic partnership advisorFinancial planningNational associationPersonal financial advisorIndustry newsCareer moves

Three Financial Advisors join UBS in Houston

Three Financial Advisors join UBS in Houston News provided by Share this article Share this article HOUSTON, Feb. 9, 2021 /PRNewswire/ UBS Wealth Management USA announced today that three Financial Advisors have joined the firm in Houston, Texas. Joseph Zurfley will be based in the City Center office, and Dale Heysse and Jason Valentz will be based in the Sugarland office. We re committed to being the firm of choice for best-in-class advisors, and Joseph, Dale and Jason exhibit the character needed to go above and beyond for clients, said Craig Vandegrift, Managing Director and South Texas Market Head at UBS Wealth Management USA. We re excited to welcome them to the team and see what accomplishments they ll achieve during their time at UBS.

United statesSugar landMerrill lynchJason valentzDale heysseCraig vandegriftAsia pacificJoseph zurfleyKaitlin rossYork stock exchangePierpont communicationsSwiss exchangeInvestment bankCity centerDomestic partnership advisorManagement united states