Uniform Combined State Law Exam

Bucks County Wealth Management joins Cetera Advisor Networks

Retrieved on: 
Monday, November 6, 2023
Insurance, Uniform Investment Adviser Law Exam, Uniform Securities Agent State Law Exam, Long-term care, Series 7, University, The Wall Street Journal, McLarnon, Growth, Disability, Cetera Financial Group, Series, Uniform Combined State Law Exam, Financial adviser, Cetara

LOS ANGELES, Nov. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Bucks County Wealth Management** has joined Cetera Advisor Networks. Led by Grant Raskin** and partner Rob McLarnon,** Bucks County Wealth Management provides comprehensive financial planning and investment advice to clients and had about $85 million in assets under administration* as of Aug. 31, 2023. Wealth manager assistant Kevin Anthony rounds out the team of three financial professionals based in Chalfont, Pa.

Key Points: 
  • LOS ANGELES, Nov. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Bucks County Wealth Management** has joined Cetera Advisor Networks .
  • Led by Grant Raskin** and partner Rob McLarnon,** Bucks County Wealth Management provides comprehensive financial planning and investment advice to clients and had about $85 million in assets under administration* as of Aug. 31, 2023.
  • Wealth manager assistant Kevin Anthony rounds out the team of three financial professionals based in Chalfont, Pa.
    "I'm pleased to welcome the Bucks County Wealth Management team to Cetera and look forward to seeing how this established practice utilizes our growth resources to accelerate its success," said John Pierce, head of business development at Cetera.
  • Click here for more information about Cetera Advisor Networks.

Advisor team The Betesh Group joins UBS in New York City

Retrieved on: 
Tuesday, October 10, 2023
Personal Finance, Finance, Banking, Professional Services, Asset Management, Retirement, Series 7, Family, Life, Business, Certified Financial Planner, Uniform Combined State Law Exam, City University, Baruch College, National Organization of Life and Health Insurance Guaranty Associations, Zicklin School of Business, Trust, Dream, Friends, Bachelor of Business Administration, FINRA, Adviser, Wall Street, Business administration, UBS, City, Certification, Reading, Financial services, Financial adviser, Morris, New York University

UBS Wealth Management USA today announced that two Financial Advisors, Morris and Irving Betesh, The Betesh Group, have joined the firm in New York City.

Key Points: 
  • UBS Wealth Management USA today announced that two Financial Advisors, Morris and Irving Betesh, The Betesh Group, have joined the firm in New York City.
  • “We continue to focus on recruiting and retaining the most talented financial advisors in the industry,” said Kellie Brady, Market Director at UBS.
  • Morris I. Betesh joins UBS as a Financial Advisor and Portfolio Manager.
  • Irving M. Betesh joins UBS as a Financial Advisor and Portfolio Manager.

Savvy Advisors Inc. Adds Erich Yost and Ryan Bond to its Growing Team of Advisors

Retrieved on: 
Tuesday, October 3, 2023
Professional Services, Technology, Software, Finance, Asset Management, Fintech, Personal Finance, University, CFA, RIA, Vanguard, Uniform Combined State Law Exam, Multimedia, Series 7, AUM, Personal Capital, Yost, Entrepreneurship, ESG, LP, Economics, Financial adviser, Financial services, Bond, Empower, Savvy, Delaware Valley

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced it has welcomed Erich Yost, CFA , and Ryan Bond CFP® to the firm as principal wealth managers.

Key Points: 
  • Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced it has welcomed Erich Yost, CFA , and Ryan Bond CFP® to the firm as principal wealth managers.
  • Yost and Bond, both based in the Greater Philadelphia area, are the newest advisors to partner with Savvy and gain access to its proprietary technology platform.
  • Savvy’s interface was designed to help advisors build personalized financial plans, improve client service and streamline marketing, and back-office operations.
  • As an independent advisor at Savvy, Yost will leverage the firm’s growing tech stack to help his affluent clients effectively manage generational wealth and improve intra-family relationships.

Industry and Military Veterans Dan Morales and Timothy J. Cochrane Join Bancroft Capital Team

Retrieved on: 
Tuesday, April 4, 2023
Other Professional Services, Defense, Other Defense, Finance, Banking, Small Business, Professional Services, Veterans, Business development, JPMorgan Chase, SDVOSB, Employment, Fordham University, Senior, Capital market, Binghamton University, Uniform Combined State Law Exam, MBA, Multimedia, Veteran, Certification, Navy, Capital, VTP, Knowledge, Growth, Investment, Management, Real estate

Bancroft Capital, a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) specializing in Institutional Brokerage and Capital Markets services, announced new team members: Dan Morales, Senior Vice President of Capital Markets, and Timothy J. Cochrane, Director of Business Development.

Key Points: 
  • Bancroft Capital, a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) specializing in Institutional Brokerage and Capital Markets services, announced new team members: Dan Morales, Senior Vice President of Capital Markets, and Timothy J. Cochrane, Director of Business Development.
  • U.S. Marine Tim Cochrane comes to Bancroft with nearly four decades of industry experience and will help Bancroft grow the equity capital markets business, and continue to develop strategic partnerships within the financial and military communities.
  • Bancroft places financial industry veterans alongside military veterans to deliver value-added content to its clients; and strives to offer best-in-class service to its institutional clients across an array of financial services.
  • Committed to offering meaningful training and employment to service-disabled veterans, Bancroft Capital launched its signature Veteran Training Program (VTP) in 2019.

Kimberly Rodriguez joins Financial Colors Wealth Management in San Antonio, TX

Retrieved on: 
Thursday, February 16, 2023
Insurance, Uniform Combined State Law Exam, Estate planning, Investment, General Securities Principal Exam, Retirement planning, SAN, European Commission Investment Plan for Europe, Financial plan, LPL Financial, Biology, Interior design, Financial adviser

SAN ANTONIO, Feb. 15, 2023 /PRNewswire-PRWeb/ -- Financial Colors Wealth Management welcomes new Wealth Advisor, Kimberly Rodriguez, to our San Antonio, TX, location.

Key Points: 
  • Financial Colors Wealth Management welcomes new Wealth Advisor, Kimberly Rodriguez, to our San Antonio, TX, location.
  • SAN ANTONIO, Feb. 15, 2023 /PRNewswire-PRWeb/ -- Financial Colors Wealth Management welcomes new Wealth Advisor, Kimberly Rodriguez, to our San Antonio, TX, location.
  • In 2022, Kimberly decided to make a career change and pursue her dream to become a Wealth Advisor at Financial Colors Wealth Management with LPL Financial.
  • We are excited to have Kimberly join us, and we look forward to seeing her grow her career at Financial Colors Wealth Management in San Antonio, TX."

John Kent Kidwell, Esq., is recognized by Continental Who's Who

Retrieved on: 
Wednesday, October 12, 2022
Ownership, Financial planner, Book, American Bar Association Model Rules of Professional Conduct, Private law, Nation, Sale, American Bar Association, Law, Professional, Wills, Estate, Private practice, The arts, Kidwell, Antonin Scalia Law School, American Institute, Association, Virginia State Bar, Uniform Combined State Law Exam, Continental, University of Mary Washington, Law of the United Kingdom, Trial master file, Supreme court, Property management, Practice of law, MD

FAIRFAX, Va., Oct. 12, 2022 /PRNewswire/ -- John Kent Kidwell, Esq., is being recognized by Continental Who's Who as a Distinguished Attorney and Financial Planner in the Legal Services field, acknowledging his private practice achievements with The Law Offices of Kidwell & Kent.

Key Points: 
  • FAIRFAX, Va., Oct. 12, 2022 /PRNewswire/ -- John Kent Kidwell, Esq., is being recognized by Continental Who's Who as a Distinguished Attorney and Financial Planner in the Legal Services field, acknowledging his private practice achievements with The Law Offices of Kidwell & Kent.
  • With 17 years of experience in practicing law, Mr. Kidwell is the Owner and Managing Partner of The Law Offices of Kidwell & Kent, with offices in Fairfax, VA, and Rockville, MD.
  • He also owns and operates an in-firm commercial and residential real estate title company, Old Dominion Title Services, Inc.
  • In 2018, the American Institute of Family Lawyers named The Law Offices of Kidwell & Kent as one of the 10 Best Law Firms in Virginia.

RS Will Wealth Management Welcomes Nicholas J. Schwarzenberg

Retrieved on: 
Friday, September 2, 2022
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FREDERICK, Md., Sept. 2, 2022 /PRNewswire-PRWeb/ -- RS Will Wealth Management proudly announces the addition of Nicholas J. Schwarzenberg to their growing team.

Key Points: 
  • FREDERICK, Md., Sept. 2, 2022 /PRNewswire-PRWeb/ -- RS Will Wealth Management proudly announces the addition of Nicholas J. Schwarzenberg to their growing team.
  • Nick Schwarzenberg joins the firm as an Investment Associate and recently obtained his Series 66 and Series 7 registrations.
  • William Coffey, Wealth Management Advisor, of RS Will Wealth Management, states, "we are very excited to have Nick on board.
  • RS Will Wealth Management is an independent financial firm based in Frederick, Maryland.

Gateway Financial Partners Appoints Jill Batley as Firm's President

Retrieved on: 
Monday, August 29, 2022
Technology, Female, Uniform Combined State Law Exam, Gateway, CVO, Volunteering, Education, Empathy, Leadership, Compliance, Focus Financial Partners, Growth, Industry, Marketing, LPL Financial, Management, Financial adviser

GLASTONBURY, Conn., Aug. 29, 2022 /PRNewswire/ --Gateway Financial Partners is pleased to announce the appointment of Jill Batley as the firm's President.

Key Points: 
  • GLASTONBURY, Conn., Aug. 29, 2022 /PRNewswire/ --Gateway Financial Partners is pleased to announce the appointment of Jill Batley as the firm's President.
  • "I am excited for the opportunity to help lead Gateway Financial Partners into a new chapter of growth," says Batley.
  • Gateway Financial Partners supports 170 licensed advisors across 26 states, 95 support team members, and 265 total affiliations.
  • Gateway Financial Partners is proud of their Core Values, of which they center every business and personal decision around.

John Kent Kidwell, Esq., is being recognized by Continental Who's Who

Retrieved on: 
Monday, July 11, 2022
University of Mary Washington, Antonin Scalia Law School, Book, Private law, Trial master file, Virginia State Bar, Ownership, Nation, American Institute, Law, Continental, Private practice, Supreme court, Estate, Multimedia, Kidwell, Financial planner, Wills, Sale, The arts, American Bar Association Model Rules of Professional Conduct, Law of the United Kingdom, Uniform Combined State Law Exam, Association, American Bar Association, Professional, Property management, Practice of law, MD

FAIRFAX, Va., July 11, 2022 /PRNewswire/ -- John Kent Kidwell, Esq., is being recognized by Continental Who's Who as a Trusted Attorney and Financial Planner in the Legal Services field, acknowledging his private practice accomplishments with The Law Offices of Kidwell & Kent.

Key Points: 
  • FAIRFAX, Va., July 11, 2022 /PRNewswire/ -- John Kent Kidwell, Esq., is being recognized by Continental Who's Who as a Trusted Attorney and Financial Planner in the Legal Services field, acknowledging his private practice accomplishments with The Law Offices of Kidwell & Kent.
  • With 17 years of experience in practicing law, Mr. Kidwell is the Owner and Managing Partner of The Law Offices of Kidwell & Kent, with offices in Fairfax, VA, and Rockville, MD.
  • He also owns and operates an in-firm commercial and residential real estate title company, Old Dominion Title Services, Inc.
  • In 2018, the American Institute of Family Lawyers named The Law Offices of Kidwell & Kent as one of the 10 Best Law Firms in Virginia.

AIkido Pharma Inc. Appoints New Director, Soo Yu

Retrieved on: 
Friday, June 10, 2022
Series 7, Uniform Combined State Law Exam, Aikido, Coronavirus, Company, Biotechnology, CEO, Security (finance), U.S. Securities and Exchange Commission, University, Pancreatic cancer, Nasdaq, Therapy, Prostate cancer, Middle East respiratory syndrome–related coronavirus, Risk, Growth, Danish Fashion Institute, Fashion Institute of Technology, Investment Banking Exam, Compliance, NASDAQ, SEC, Board, Technology, Pharmaceutical industry, Ebolavirus

NEW YORK, June 10, 2022 /PRNewswire/ -- AIkido Pharma Inc. (Nasdaq: AIKI) ("AIkido" or the "Company") today announced the appointment of Ms. Soo Yu, as a director of the Company. 

Key Points: 
  • NEW YORK, June 10, 2022 /PRNewswire/ --AIkido Pharma Inc. (Nasdaq: AIKI) ("AIkido" or the "Company") today announcedthe appointment of Ms. Soo Yu, as a director of the Company.
  • The Company strongly believes in diversity and Ms. Yu is an exceptional candidate that also satisfies the new NASDAQ rule.
  • A naturalized U.S. citizen originally from South Korea, Soo brings significant expertise in Asian markets and expansive global reach through her connectivity with international contacts.
  • AIkido Pharma Inc. was initially formed in 1967 and is a biotechnology Company with a diverse portfolio of small-molecule anticancer and antiviral therapeutics.