Joseph Ortiz of Edward Jones receives designation - Ahwatukee Foothills News: Money

default avatar
Welcome to the site! Login or Signup below.
|
||
Logout|My Dashboard

Joseph Ortiz of Edward Jones receives designation

Print
Font Size:
Default font size
Larger font size

Related Stories

Posted: Friday, July 13, 2012 1:49 pm

Joseph Ortiz of the financial services firm Edward Jones in Ahwatukee Foothills has achieved the professional designation of Accredited Asset Management Specialist.

Ortiz successfully completed the Accredited Asset Management Specialist, or AAMS, professional education program from the Denver-based College for Financial Planning. Those who complete the program pass a final exam and sign a code of ethics and disclosure form earn the AAMS designation.

This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include understanding the asset management process to understanding asset allocation and strategies.

Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

In January, for the 13th year, Edward Jones was named one of the best companies to work for by FORTUNE Magazine in its annual listing. The firm ranked No. 5 overall and No. 3 in Large Size Companies. These 13 FORTUNE rankings include top 10 finishes for nine years, consecutive No. 1 rankings in 2002 and 2003, and consecutive No. 2 rankings in 2009 and 2010.

More about

More about

More about

  • Discuss

The Baked will offer free ice cream sandwiches on May 28

The Baked Bear will celebrate opening its first Arizona location by giving away free ice cream sandwiches from 1-3 p.m. on Saturday, May 28 at…

Published: May 24, 2016 - 10:03 pm @ http://www.scottsdaleindependent.com/news/baked-be…

16-year-old develops free app to help students pass Arizona civics test

By Alexis Dominguez | Cronkite News A 16-year-old has developed a free app to help students pass the Arizona civics test, which soon will be r…

Published: May 24, 2016 - 9:55 pm @ https://cronkitenews.azpbs.org/2016/04/15/16-year-…

Memorial Day ceremonies in Phoenix: 5 celebrations planned around the Valley (May 25

PHOENIX - Memorial Day (or Decoration Day as it was called in 1868) is a day to remember those service men and women who've died and decorate …

Published: May 24, 2016 - 9:57 pm @ http://www.abc15.com/entertainment/events/memorial…

Gov. Vetoes Arizona Cloud Mandate

May 24 2016   1:42PM GMT Tags: Thanks! We'll email youwhen relevant content isadded and updated. Following Follow cloud Thanks! We'll email yo…

Published: May 24, 2016 - 9:05 pm @ http://itknowledgeexchange.techtarget.com/storage-…

Arizona Cardinals' Larry Fitzgerald has fun with the media by posing as one of them

Larry Fitzgerald is many things: World traveler. Philanthropist. Recent college graduate. And he's a pretty good football player on top of tha…

Published: May 24, 2016 - 9:03 pm @ http://www.abc15.com/sports/sports-blogs-local/ari…

Tucson man honored for 50 years of Salvation Army service

TUCSON, AZ (Tucson News Now) - A Tucson man is being honored for his decades of selfless service to the Salvation Army of Tucson. 92-year-old …

Published: May 24, 2016 - 8:34 pm @ http://www.tucsonnewsnow.com/story/32056042/tucson…

Hyundai Releases Software Update to Expand CarPlay Support to Additional Vehicles

New in OS X: Get MacRumors Push Notifications on your Mac Resubscribe Now Subscribe to the Hyundai is releasing a software update that brings …

Published: May 24, 2016 - 8:32 pm @ http://www.macrumors.com/2016/05/24/hyundai-carpla…

Tuesday BBQ benefits family of fallen Phoenix police officer

PHOENIX - The Phoenix Law Enforcement Association (PLEA) is holding a barbecue benefit Tuesday to raise money for the family of Officer David …

Published: May 24, 2016 - 8:04 pm @ http://www.12news.com/news/local/valley/tuesday-bb…

YA Author Beth Cato on Why Crying Is the Best Compliment a Reader Could Give Her

Becky Bartkowski A A Every other year, New Times puts the spotlight on Phoenix's creative forces — painters, dancers, designers, and actors. L…

Published: May 24, 2016 - 8:02 pm @ http://www.phoenixnewtimes.com/arts/ya-author-beth…

These States Are Stepping Up To Reform Money In Politics In 2016

WASHINGTON -- The next front in the battle for campaign finance and lobbying reforms will likely be on the ballot in Washington state and Sout…

Published: May 24, 2016 - 7:33 pm @ http://www.huffingtonpost.com/entry/2016-campaign-…

Facebook

ahwatukee.com on Facebook

Twitter

ahwatukee.com on Twitter

RSS

Subscribe to ahwatukee.com via RSS

RSS Feeds

Spacer4px

Most Popular

Online poll

Loading…