Nov. 10, 2021

Stocks 101; How AMR Advisors Became Certified Financial Planners

Stocks 101; How AMR Advisors Became Certified Financial Planners

This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's).  AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about how they started in...

This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's). 

AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about how they started in the industry, discuss their certifications, and how they got to where they are today.