FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

549 North Wymore Road
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Maitland, FL 32751
(321) 280-9081

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Rey Descalso

(321) 280-9081

 

Designations

It is important to know whether your advisor has taken the steps necessary to continue to increase their knowledge base in personal finance.  

AIF ®

Advisors who have earned the Accredited Investment Fiduciary® (AIF®) designation are able to immediately show that they are interested in and working towards the best interests of their clients. Instruction covers pertinent legislation and best practices, thus designees are able to implement a prudent process into their own investment practice.  Designees attest to both a Code of Ethics and Conduct Standards on an annual basis, as well completing six hours of continuing education to maintain the designation. 

AAMS®

The Accredited Asset Management SpecialistSM (AAMS®) is a professional designation awarded by the College of Financial Planning® (CFP).  Individuals who hold the designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.  All designees have agreed to adhere to Standards of Professional Conduct outlined by the CFP and are subject to a disciplinary process.  Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. 

AWMA®

The Accredited Wealth Management AdvisorSM (AWMA®) is a professional designation awarded by the College of Financial Planning® (CFP).  Individuals who hold the designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.  All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.  Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. 

ChFEBCSM

The Chartered Federal Employee Benefits Consultant (ChFEBC℠) is a professional designation for those specifically trained in federal employee benefits. It includes attending an intensive 16 module training course and passing a rigorous examination covering all types of federal employees, including CSRS, FERS, CSRS Offset, FERS Transferees, Law Enforcement, fire fighters, air traffic controllers, etc. Designees are required to stay up-to-date on the ever-changing Federal Government Benefits Programs.