We are pleased to announce Claire Molden has passed the Series 65 exam - known formally as the Uniform Investment Adviser Law Examination. It covers laws, regulations, ethics, and topics such as retirement planning, portfolio management, and fiduciary responsibilities. She is now able to function as an Investment Adviser Representative.
Claire is already a crucial member of the Taatjes Financial Group team. This designation gives our company even more horsepower to better service and guide our clients.
Well done, Claire!