Newsletters
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2013 | 2012 | 2011 | 2010 |
2013
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02.01.13 |
To be honored as a Five Star Wealth Manager, a client survey was administered by mail and phone to one in four households within the Baltimore area in addition to all identified FINRA registered representatives. Each wealth manager nominated was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. |
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02.01.13 |
Dunner successfully completed extensive study from Boston University in order to earn his CFP® certification, which is one of the most recognized and respected credentials for financial professionals who develop financial plans for retirement. |
2012
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10.05.12 |
Syed-Haq successfully completed extensive study from Georgetown University and an exam to earn the CFP® certification, which is one of the most recognized and respected credentials in the financial services industry. |
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06.05.12 |
In recognition of his more than 20 years of service, the John Hancock Financial Network (JHFN) has inducted Mr. Brockman into the JHFN Hall of Fame. Recipients of this prestigious award exhibit unparalleled passion, perseverance, and integrity in their professional and personal lives. Mr. Brockman joins only 196 financial representatives to receive this award. |
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05.31.12 |
In support of 11-year member, Kerry Hemphill, The Million Dollar Round Table (MDRT) Foundation has granted $2,500 to Olney, MD based Hero Dogs, Inc, an organization in which Hemphill is actively involved. |
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04.19.12 |
Kerry Hemphill, AIF®, LUTCF recently joined JHFN’s defined contribution consulting program, designed to help JHFN financial advisors expand their retirement plan business and provide the best service to their clients. Elements of the program include training, practice management consulting, and a dedicated retirement sales support team. |
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02.08.12 |
For the first Success Series of 2012, our guest speaker is Bruce Harrington, a nationally-recognized retirement planning expert. Harrington will cover topics such as defined contribution market dynamics, trends in the defined contribution market and how to discover Alpha in the 401(k) world. This event is open to experienced financial professionals with advanced registration. |
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02.01.12 |
To be qualified as a Five Star Wealth Manager a client survey that requests nominations is administered by mail and phone to one in four households within the Baltimore area in addition to all identified FINRA registered representatives. Each wealth manager nominated is reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. |
2011
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12.02.11 |
SFP Participates in NAIFA Holiday Toy Drives Throughout Washington D.C. and Baltimore
The NAIFA-GWDC and NAIFA-Baltimore chapters held their annual holiday toy drives throughout November and December. |
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11.16.11 |
SFP Cares: Powhatan Nursing Home
In honor of Long-Term Care Awareness Month, SFP held a philanthropy event at Powhatan Nursing Home in Falls Church on November 16. SFP volunteers donated an hour of their day to socialize and play bingo with the residents. |
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11.10.11 |
Kevin Kay, a Walt Whitman High School Senior, received $5,000 from John Hancock Financial for winning first prize in the national John F. Kennedy Profile in Courage Essay Contest for high school students. Nathan Dye of Signature Financial Partners presented the award to Kay. |
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10.14.11 |
"With the ever changing 401(k) and fiduciary environment, we find the utmost importance to keep advisors and their clients updated as best as possible." This installment of The Success Series featured two nationally recognized retirement planning experts: Fred Barstein and Bruce Harrington. |
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09.12.11 |
Grund successfully completed extensive study from Georgetown University and an exam to earn the CFP® certification, which is one of the most recognized and respected credentials in the financial services industry. |
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09.01.11 |
For those without any life insurance, or for those who may need more because of changing circumstances, SFP offers three suggestions for getting coverage. |
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07.05.11 |
SFP is teaming up with the American Red Cross and hosting a blood drive on July 20 from 9am - 3pm outside of the Tysons office. |
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04.01.11 |
Fourteen advisors qualified for the ACE Awards, one of the highest individual honors that JHFN bestows. |
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03.25.11 |
The Accredited Wealth Management AdvisorSM designation signifies these advisors have gained advanced, yet practical knowledge about critical aspects of the financial services industry. |
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03.10.11 |
The LEX Award recognizes outstanding leadership in building and growing a successful financial services organization, maintaining a culture where financial representatives can best succeed, and demonstrating a strong commitment to providing clients with exceptional levels of service. |
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02.24.11 |
The Success Series aims to provide experienced financial advisors in the D.C. region with practice development advice from industry experts. |
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02.01.11 |
To be chosen as a FIVESTAR Wealth Manager, a client survey was administered by mail and phone to one in four households within the Baltimore area in addition to all identified FINRA registered representatives. |
2010
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12.02.10 |
SFP partnered with industry associations, NAIFA-GWDC and NAIFA-Baltimore, to benefit charities collecting gifts for local children of all ages. |
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11.09.10 |
Soles4Souls was founded in 2004 with the mission to facilitate donations of shoes to people who are in desperate need of footwear. |
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05.26.10 |
“To be inducted into JHFN’s Hall of Fame, a financial representative must have proven his commitment to achieving client excellence over his career." - Brian Heapps, EVP of Sales and Business Development |
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04.16.10 |
Daryl Brockman was recognized by John Hancock Financial Network (JHFN) with the Leading with Excellence (LEX) Award. The LEX Award recognizes outstanding leadership in building and growing a successful financial services organization, maintaining a culture where financial professionals and advisors can best succeed, and demonstrating a strong commitment to providing clients with exceptional levels of service. |
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