KEARNEYSVILLE – Financial Advisor Tracy Regalia of Edward Jones Financial Services Company in Kearneysville has earned the Certified Asset Management (DM) Professional designation.
Regalia has successfully completed the Accredited Asset Management Specialist Professional Education Program, or AAMS®, from the College for Financial Planning in Denver. Those who complete the program pass a final exam and sign a code of ethics and disclosure form earn the AAMS® designation.
This advanced training provides investment professionals with the practical information needed to provide comprehensive financial services. Topics of study include understanding the asset management process and understanding asset allocation and strategies.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the United States and, through its subsidiary, in Canada. Every aspect of the company’s operations, from the investments offered by its financial advisors to the location of branches, is aimed at individual investors.
The company’s nearly 19,000 financial advisers serve more than seven million clients, with a total of $ 1.7 trillion in assets under management. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. SIPC member.