OUR OFFICES WILL BE CLOSED MONDAY, JULY 4TH IN OBSERVANCE OF INDEPENDENCE DAY
We wanted to let you know that on Monday, July 4th our offices will be closed all day as we observe Independence Day.
We wanted to let you know that on Monday, July 4th our offices will be closed all day as we observe Independence Day.
We wanted to let you know that on Monday, June 20th our offices will be closed all day as we observe Juneteenth.
Jacob joined the Premier team in 2017. Since then he has continued to pass multiple licensing exams, including his Series 7, 24 and 66. He started taking over compliance responsibilities in May of last year and officially became our Chief Compliance Officer in January of 2022.
We wanted to let you know that on Monday, May 31st our offices will be closed all day as we observe Memorial Day.
Jake has been with Premier since 2020, bringing in 8 years of industry experience and strong investment knowledge to his role. He passed his CFP® exam and is working toward becoming a fully certified financial planner this year.
We want to congratulate a couple of our FSB Premier team members on recently passing their certification exams!