Local Wachovia Securities Financial Advisor Awarded CFP® Designation
Elgin, IL, March 29, 2009 --(PR.com)-- Wachovia Securities is proud to announce that Financial Advisor Glen Simmonds, First Vice President – Investment Officer, has been awarded the designation Certified Financial Planner™ - one of the industry’s most prestigious and demanding designations.
The CFP® mark identifies Mr. Simmonds as having met the rigorous assignments and ethical requirements needed to complete the financial planning coursework and pass the Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
The designation reflects Glen’s consistent commitment to client service and educational rigor. Glen has been with Wachovia Securities for 5 years and specializes in strategies designed to help clients preserve and build their wealth while seeking to reduce or defer taxes. Glen’s office is located at 1752 Capital St., Suite 100, Elgin, IL 60124. Phone 847-608-9790.
With approximately $900 billion in client assets, Wachovia Securities has over 16,000 full-service financial advisors and more than 4,400 licensed financial specialists. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states, the District of Columbia and in Latin America*. Wachovia Securities is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company, providing certain retail securities brokerage services: Wachovia Securities, LLC, member SIPC, and Wachovia Securities Financial Network, LLC, member SIPC.
*As of 1/01/09. Advisors and licensed financial specialists include Wachovia Securities and A.G. Edwards brokerage offices, selected Wells Fargo retail banking stores and Wachovia Bank financial centers, as well as financial advisors from Wells Fargo Investments, LLC, Member SIPC. A.G. Edwards is a division of Wachovia Securities.
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The CFP® mark identifies Mr. Simmonds as having met the rigorous assignments and ethical requirements needed to complete the financial planning coursework and pass the Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
The designation reflects Glen’s consistent commitment to client service and educational rigor. Glen has been with Wachovia Securities for 5 years and specializes in strategies designed to help clients preserve and build their wealth while seeking to reduce or defer taxes. Glen’s office is located at 1752 Capital St., Suite 100, Elgin, IL 60124. Phone 847-608-9790.
With approximately $900 billion in client assets, Wachovia Securities has over 16,000 full-service financial advisors and more than 4,400 licensed financial specialists. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states, the District of Columbia and in Latin America*. Wachovia Securities is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company, providing certain retail securities brokerage services: Wachovia Securities, LLC, member SIPC, and Wachovia Securities Financial Network, LLC, member SIPC.
*As of 1/01/09. Advisors and licensed financial specialists include Wachovia Securities and A.G. Edwards brokerage offices, selected Wells Fargo retail banking stores and Wachovia Bank financial centers, as well as financial advisors from Wells Fargo Investments, LLC, Member SIPC. A.G. Edwards is a division of Wachovia Securities.
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Contact
Wachovia Securities, LLC
Glen Simmonds
847-608-9790
wachoviasecurities.com
Glen Simmonds
847-608-9790
wachoviasecurities.com
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