Certified Private Wealth Advisor News from Send2Press Newswire

Certified Private Wealth Advisor News

News items related to Certified Private Wealth Advisor as issued by the Send2Press Newswire service on behalf of the noted news source.

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the seventh year in a row – in Illinois

Fri, 05 Apr 2024, 13:35:45 EDT | From: Raymond James Financial Services - Legacy Wealth Advisors

WARRENVILLE, Ill., April 5, 2024 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2024! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation

Fri, 27 Oct 2023, 07:00:13 EDT | From: Edward Jones

COLORADO SPRINGS, Colo., Oct. 27, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.