THE INFORMED INVESTOR Document by Jim Trull, June 2011
This new document offers investors insights into how to take a comprehensive approach to your financial lives and five key concepts for financial success. Read this document to learn more here!
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KEYSTONE SPONSORS SENIOR RESOURCE ALLIANCE SYMPOSIUM, A NEW PATH TO AGING, February 2011
Keystone Financial Partners, a member of the Senior Resource Alliance of the Triangle, is a proud sponsor of their upcoming symposium, A New Path to Aging, on March 12 from 9 am to 1 pm at the McKimmon Center on Western Blvd, just across the street from the North Carolina State University campus.
This workshop will focus on educating seniors and their families on options available to guide them through the challenges and pitfalls on the road ahead. Caroline Farmer, Deputy Director for the Attorney General's office will give the keynote address on Identity Theft and Scams followed by a variety of presentations on senior related topics. Jim Trull will be one of the presenters, discussing the most common mistakes retirees make with their money and how to avoid them.
Pre-registration for this event is only $10. Deadline is March 4, so be sure to register early! Admission will be $15 at the door.
See the full schedule of presentations and learn more about this upcoming event here.
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KEYSTONE FINANCIAL PARTNERS EXPANDS AT NEW LOCATION, November 2010
Keystone Financial Partners is excited to announce that we've moved just down the road in Cary to a new location at The Crescent office complex at 1255 Crescent Green, Suite 440. Our new space is slightly larger and the office floorplan is designed more efficiently for an improved client experience. Please stop by to see us in our new office location!
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JIM TRULL ACHIEVES AIF® DESIGNATION, November 2010
Jim Trull, President of Keystone Financial Partners, recently passed the exam to become an Accredited Investment Fiduciary (AIF®). Administered by fi360, the Accredited Investment Fiduciary (AIF®) professional designation is the industry's first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility and communicates a commitment to standards of investment fiduciary excellence. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices.
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CHRIS WALSH EARNS SERIES 7 DESIGNATION, November 2010
Chris passed his Series 7 exam in November 2010. Administered by the Financial Industry Regulatory Authority (FINRA), the Series 7 is a General Securities Representative designation, which covers all security products including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts. Chris self-studied for this six-hour exam as well as attended a one-week study session in Charlotte, NC. He will be taking the state level Series 63 exam in the near future. Congratulations to Chris on this accomplishment!
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TAMI HOLLINGSWORTH PASSES SERIES 6 & 63 EXAMS, November 2010
Tami recently earned her Series 6 & 63 designations with Commonwealth Financial Network. Administered by the Financial Industry Regulatory Authority (FINRA), the Series 6 exam covers Investment Company Products and Variable Contracts. The Series 63 is a Uniform Securities Agent State Law Exam administered by the North American Securities Administors Association (NASAA). This exam includes the principles of state securities regulation reflected in the Uniform Securities Act. Tami self-studied over several months for both of these exams. Congratulations to Tami on earning these designations.
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WELCOME CHRISTOPHER WALSH, April 2010
Christopher Walsh, Financial Planning Assistant, joined our team in April 2010, replacing Karen who left to start a family. He comes to us with more than five years of investment experience as a Financial Specialist. As an Assistant, Chris' main focus is working with our clients. He is here to answer your questions. To learn more about Chris, click here to visit his biography. Feel free to welcome him when you come into the office or by sending him an email to cwalsh@keystonefinancialpartners.com.
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INTRODUCING TAMI HOLLINGSWORTH, November 2009
We are pleased to announce that Tami Hollingsworth joined our staff on November 1, 2009. Tami is our Client Relationship Manager and will be helping clients with their questions, as well as a number of administrative duties with the firm. Tami works Monday through Friday, 9am to 3pm. To learn more about Tami, click here to visit her biography. Feel free to welcome her when you come into the office or by sending her an email to thollingsworth@keystonefinancialpartners.com.
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