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Deeper Expertise Through Additional Accreditations

Updated: Jan 5, 2023


Congratulations to Michael & Jackie

Finally, another congratulations is in order for Jackie McNeely Branch Office Manager, and Michael Mooney, Financial Advisor, who both passed professional examinations in November. Jackie passed the Series 9/10, which is a rigorous exam that tests for knowledge of securities rules and regulations for compliance supervision. Michael passed the CFP® exam, which tests a candidate’s ability across a wide variety of subjects, including investments, ethics, taxes, estate planning, and retirement planning.


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