Reaves Greer of Guardian Capital Advisors Passes Level II Chartered Financial Analyst Exam
Registered Sales Assistant for Local Financial Firm Reaches Milestone in Pursuit of CFA Certification.
Raleigh, NC, August 12, 2012 --(PR.com)-- Michael J. Hensley, CFP®, ChFC®, AIFA®, of Guardian Capital Advisors, LLC (GCA) (http://www.guardianca.com/), a firm specializing in retirement plans as well as financial advice for individuals and businesses, has announced that Reaves Greer, registered sales assistant, has successfully completed the Level II Chartered Financial Analyst (CFA) exam, which has a passage rate of only 42 percent. The CFA program is designed for investment and financial professionals interested in gaining further practical and fundamental investment knowledge to provide to clients. To complete the program and receive full CFA certification, students must pass exams on three levels. The Level II exam curriculum consists of ethics, equity investments, financial reporting and analysis, portfolio management, and economics. Greer passed the Level I exam in June 2010 and will take the Level III exam in June 2013. For more information on the CFA program, visit https://www.cfainstitute.org.
Quotes:
“Guardian Capital Advisors congratulates Reaves on his recent success,” said Hensley. “The Level II CFA exam is difficult to pass, and he has certainly proven his financial acumen. His commitment to furthering his professional knowledge is essential to the success of our business and the satisfaction of our clients.”
About Guardian Capital Advisors:
Guardian Capital Advisors, LLC is committed to enhancing the financial wealth of clients by offering superior fiduciary services and a consistent and methodical investing approach for clients in all stages of life. The firm’s financial advisors help clients maintain and enhance the buying power of their assets over time with an investment philosophy focusing on risk management. GCA has three primary areas of concentration: comprehensive planning and advisory services for individual and business investors; consulting and management of retirement plans for businesses; and consulting and fiduciary services for nonprofits. For individuals, GCA offers a number of services covering all stages of life, including family financial planning and estate planning. For businesses, GCA maintains a core competency in profit-sharing 401(k) plans, specializing in consulting, plan management and education. For more information, visit http://www.guardianca.com.
Securities Offered Through Triad Advisors, Member FINRA/SIPC Advisory Services Offered Through Guardian Capital Advisors, LLC, a Registered Investment Adviser.
Emily Packard
MMI Public Relations
(919) 233-6600
emily@mmipublicrelations.com
http://twitter.com/MMIPR
http://www.mmipublicrelations.com
Quotes:
“Guardian Capital Advisors congratulates Reaves on his recent success,” said Hensley. “The Level II CFA exam is difficult to pass, and he has certainly proven his financial acumen. His commitment to furthering his professional knowledge is essential to the success of our business and the satisfaction of our clients.”
About Guardian Capital Advisors:
Guardian Capital Advisors, LLC is committed to enhancing the financial wealth of clients by offering superior fiduciary services and a consistent and methodical investing approach for clients in all stages of life. The firm’s financial advisors help clients maintain and enhance the buying power of their assets over time with an investment philosophy focusing on risk management. GCA has three primary areas of concentration: comprehensive planning and advisory services for individual and business investors; consulting and management of retirement plans for businesses; and consulting and fiduciary services for nonprofits. For individuals, GCA offers a number of services covering all stages of life, including family financial planning and estate planning. For businesses, GCA maintains a core competency in profit-sharing 401(k) plans, specializing in consulting, plan management and education. For more information, visit http://www.guardianca.com.
Securities Offered Through Triad Advisors, Member FINRA/SIPC Advisory Services Offered Through Guardian Capital Advisors, LLC, a Registered Investment Adviser.
Emily Packard
MMI Public Relations
(919) 233-6600
emily@mmipublicrelations.com
http://twitter.com/MMIPR
http://www.mmipublicrelations.com
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Guardian Capital Advisors
Patty Briguglio
919-233-6600
Patty Briguglio
919-233-6600
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