A. Financial advisors who have CFA certification can provide better advice. B. Janice and Jim Atkinson who

Question:

A. Financial advisors who have CFA certification can provide better advice.
B. Janice and Jim Atkinson who are certified financial advisors pay attention to your unique investment situation.
C. Janice received her CFA certification at the same time that I did.
D. Janice Atkinson president of Atkinson Financial will speak at the next Chamber of Commerce event.
E. Level 1 of the CFA exam focuses on ethical standards and Level 2 focuses on security valuation and management.
F. Janice spent almost three months preparing on her own for the
G. As a result she took a workshop in management from one of the top local experts.
H. Janice received her CFA certification last year the same time that I did
I. Janice specializes in retirement planning and Jim specializes in tax preparation
J. Jim not Janice prepares all their slide decks.
Portfolio
A portfolio is a grouping of financial assets such as stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly...