Category Archives: Financial Services

Harbor Financial Group hires Betsy Serafin

Harbor Financial Group has hired Betsy Serafin as a Senior Registered Client Associate. Betsy has worked in the financial services industry for 15 years, most recently at Wells Fargo Advisors. She holds a Series 7 and Series 66 registration.
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Bethany Griffith becomes enrolled agent for Abacus Planning

Abacus Planning Group proudly announces that Bethany M. Griffith, CFP® has met all requirements to become an Enrolled Agent.  Enrolled Agents demonstrate special competence in tax matters, adhere to ethical standards and are required to stay current with tax law and regulation.  Enrolled Agents may also represent taxpayers before the Internal Revenue Service. Bethany Griffith is…
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River Oak Partners invites you to Pie on Tuesdays

Join River Oak Partners the second Tuesday of each month for an opportunity to socialize, learn and enjoy NY style pizza in a relaxed atmosphere. Grab a friend and grab a slice!!! Monthly Schedule: June 9 - Young Professionals Learn How to Save “SMART” July 14 - The Hidden Risk to Retirement Savings & Retirement…
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Travis Moore passes Series 24 securities exam

Summerville, May 6, 2015:  Cornerstone Financial Strategies, LLC is pleased to announce that Travis M. Moore, CFP®, AAMS, MBA recently passed the Series 24 Securities Principal examination. This is a comprehensive exam that must be passed by Chief Executive Officers, Chief Operating Officers, corporate-level officers and supervisors of New York Stock Exchange and FINRA member…
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