While there, one of her roles was Director of Commonwealth’s Service Center, the place she and her group had been the front line for supporting Commonwealth’s rising area of advisors. In 2000, Christine moved to Maine and started her own apply, using the identical spirit of independence she loved while at Commonwealth.
Now the Brokerage Services space and the broker dealer are praised for his or her excessive level service, experience, and product offerings from the Advisors we serve. Kevin is responsible for FSI’s member and sponsor relationships. He entered the financial services trade in 1991 as a financial advisor and obtained the CFP® designation in 1993.
After becoming a member of the corporate in 2000, Mr. Knoch was promoted to his current function in 2008, with a concentrate on continuing the growth of the corporate’s capabilities for its affiliated CPA firms, as well as for the CPA …