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Financial Advisor Sharon E Zeman of Edward Jones Receives Accredited Asset Management Specialist(TM) Designation
September 13, 2023
Financial Advisor Sharon E Zeman of Edward Jones Receives Accredited Asset Management Specialist(TM) Designation
Financial Advisor Sharon E Zeman of the financial services firm Edward Jones in Wisconsin Rapids, WI has received the Accredited Asset Management Specialist(TM), or AAMS(TM), designation through the College for Financial Planning®.
Achieving this designation required in-depth study in the following areas:· Investment strategies · Risk, return, and investment performance · Asset allocation and selection · Tax-sensitive investment strategies · Investing for retirement · Executive compensation and other benefit plans · Insurance products · Estate considerations · Regulatory issues for advisors ###Edward Jones - Sharon Zeman, Financial Advisor, AAMS™
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Sharon Zeman Financial Advisor
- September 13, 2023
- (715) 424-4100
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