Investment Services

Investment Services

Investment Services News - includes consulting, websites, brokers and related

Investment Services

Investment Services
Investment Services News - includes consulting, websites, brokers and related

Jennifer Oliverio Takes Over Local Edward Jones Branch Office in Pueblo, Colorado

eNewsChannels NEWS: -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Galway Holdings announces its investment in MAI Capital Management, LLC (‘MAI’) has officially closed

eNewsChannels NEWS: -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.

Klingenstein Fields Advisors (KF Advisors) named to Barron’s 2021 Top 100 RIA Firms

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Alyssa Gelper Joins KF Advisors as a Managing Director, Senior Advisor, in New York

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

Colorado Financial Advisor Keith Eckhardt Receives Accredited Asset Management Specialist Designation

eNewsChannels NEWS: -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

Luma Wealth Advisors has formed an Advisory Council to facilitate its national growth

eNewsChannels NEWS: -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Rockfleet Announces CapRaize – Online Platform Brings Entrepreneurs Closer to Engaged Investors

eNewsChannels NEWS: -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

New Signals for Traders of Options and Futures from HottingerSignals

eNewsChannels NEWS: -- HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

Keith Eckhardt, Financial Advisor, Takes Over Colorado Springs Edward Jones Branch Office

eNewsChannels NEWS: -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

Fairport Wealth Announces 2021 Community Beacon Recipient, Greater Cleveland Food Bank

eNewsChannels NEWS: -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

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