Atlanta Financial Newsroom
Sahil Khetani, Account Services Associate, and Kassi Conley, Client Service Administrator, recently passed their Series 7 exams, an essential license for a securities representative. The Series 7 exam, also known as the General Securities Representative Qualification Examination, assesses the candidate’s knowledge of corporate securities sales, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
Atlanta Financial Associates, an independent financial advisory firm, today announced that Cathy Miller, Julianne Andrews and Rick Henderson have each received the 2016 Five Star Wealth Manager award* for the greater Atlanta area.
ATLANTA BUSINESS CHRONICLE – Aug 25, 2016
Tonya Layman – Contributing Writer
Even though there is limited product and higher premiums in the long-term care policy space, retirement advisers are still urging clients to consider purchasing coverage for future medical expenses.
Atlanta Financial Associates Partner Cathy C. Miller Receives Women’s Choice Award® by Women for Women for Fourth Consecutive Year
Atlanta, GA – May 9, 2016 – Atlanta Financial Associates, an independent financial advisory firm, is pleased to announce that for the fourth consecutive year Cathy Miller, MBA, CFP®, CRPS®, CDFA™ and partner at Atlanta Financial has received the Women’s Choice Award for Financial Advisors and Firms from WomenCertified, Inc., the leading advocate for female consumers.
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