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 Daniels successfully completed the Accredited
Asset Management Specialist, or AAMSŪ, Professional Education
Program from the Denver-based College for Financial Planning.
Those who complete the program, pass a final exam and sign a
code of ethics and disclosure form earn the AAMSŪ designation.
This advanced training offers investment professionals the
hands-on information needed to provide comprehensive financial
services. Study topics include understanding the asset
management process to understanding asset allocation and
strategies.
Edward Jones, a Fortune 500 company, provides financial services
for individual investors in the United States and, through its
affiliate, in Canada. Every aspect of the firm's business, from
the types of investment options offered to the location of
branch offices, is designed to cater to individual investors in
the communities in which they live and work. The firm's
13,000-plus financial advisors work directly with nearly 7
million clients to understand their personal goals -- from
college savings to retirement -- and create long-term investment
solutions that emphasize a well-balanced portfolio, diversified
portfolio. Edward Jones embraces the importance of building
long-term, face-to-face relationships with clients, helping them
to understand and make sense of the investment options available
today. |
Headquartered in St. Louis, Edward Jones ranked
No. 4 overall in FORTUNE magazine's 2014 100 Best Companies to
Work For ranking. Visit our website at www.edwardjones.com and
our recruiting website at www.careers.edwardjones.com. Follow us
on Twitter @EdwardJones. Member SIPC. FORTUNE and Time Inc. are
not affiliated with and do not endorse Edward Jones products or
services.
[Sonja Tillman, Branch Office
Administrator,
Edward Jones]
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