Search for: "The CFP Group, Inc."
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26 Jun 2020, 9:11 am
The Commission further alleged that the Financial Industry Regulatory Authority, Inc. [read post]
29 May 2020, 8:12 am
Who we are Twelve years ago, a group of scholar-activists organized a series of conversations about law and economic class. [read post]
29 Nov 2019, 9:05 pm
This award alternates between individuals and groups or organizations. [read post]
23 Jul 2019, 1:56 pm
According to a notice on the Certified Financial Planner Board of Standards, Inc. website, on June 13, 2019, the CFP Board imposed an automatic interim suspension temporarily suspending Craig E. [read post]
23 Jul 2019, 12:11 pm
According to a notice on the Certified Financial Planner Board of Standards, Inc. website, on June 13, 2019, the CFP Board imposed an automatic interim suspension temporarily suspending Couglar’s right to use the CFP®certification marks. [read post]
24 Jan 2019, 9:02 pm
Sponsored by Cargill Inc. [read post]
21 Jan 2019, 10:54 am
Under the automatic interim suspension, Templin’s right to use the CFP certification is suspended pending further investigation, according to the article. [read post]
30 Apr 2018, 3:34 pm
Brotman Financial Group Inc., a financial services firm offering wealth management services to multi-generational families, announced Jaclyn Dunn, CFP, MBA has joined the firm as an associate adviser. [read post]
30 Jan 2018, 4:16 pm
Desert Palace, Inc. v. [read post]
18 Jan 2018, 12:47 pm
Lena Nebel, CFP, MSFS has joined the advisory team of financial services firm Brotman Financial Group Inc. [read post]
13 Apr 2017, 11:05 am
Certified Financial Planner Board of Standards, Inc. [read post]
13 Apr 2017, 10:27 am
Certified Financial Planner Board of Standards, Inc. [read post]
13 Apr 2017, 9:24 am
CFP Board’s Complaint alleged, among other things, that Eric Kuchel was the subject of a Default Decision from the Financial Industry Regulatory Authority, Inc. [read post]
13 Apr 2017, 7:52 am
Certified Financial Planner Board of Standards, Inc. [read post]
7 Jan 2016, 8:23 am
Brotman Financial Group Inc., a financial services firm whose professionals offer wealth management services to multi-generational families, announced that Kevin Appler, CFP has joined the firm as an associate adviser. [read post]
23 Nov 2015, 3:10 pm
Brotman Financial Group Inc., a financial services firm whose professionals offer wealth management, announced that Kathleen Benjamin, CFP, CPA is the firm’s new equity partner and principal. [read post]
29 May 2015, 12:42 pm
Brotman Financial Group, Inc., a financial services firm in Lutherville-Timonium, announced that Eric Brotman, CFP, AEP, MSFS, the firm’s president and managing principal, has earned the Retirement Income Certified Professional professional designation from The American College in Bryn Mawr, Pa. [read post]
5 May 2015, 2:20 pm
He is currently a registered broker with Kovack Securities Inc. [read post]
29 Apr 2015, 4:07 pm
Formed in 1985, the mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for personal financial planning. [read post]
25 Jan 2013, 8:20 am
Sandra Ramos, CFP Senior Executive Consultant Investors Group Financial Services Inc. 138 Commerce Park Drive Barrie, Ontario L4N 8W8 [read post]