Wealth, Estate, Investment Management

Achievements
 

2015 | 2014 | 2013 | 2012 20112010

2015

08.31.15

Hero Dogs, Inc. Raises $42,000 under Hemphill

Under the direction of Golf Committee Chairman, Kerry Hemphill, Hero Dogs, Inc. raised just over $42,000 at its 5th Annual Golf Tournament on August 3rd, 2015 to help provide U.S. war veterans with service dogs.

06.08.15

Culiner Named 2015 Five Star Wealth Manager

Scott Culiner was named a 2015 Five Star Wealth Manager by Five Star Professional as advertised in Baltimore magazine. This is Culiner’s third consecutive year qualifying as a Five Star Wealth Manager.

05.11.15

Hero Dogs, Inc. to Hold 5th Annual Golf Classic & Silent Auction

Under the direction of Golf Committee Chairman, Kerry Hemphill, Hero Dogs, Inc. will hold its 5th Annual Golf Tournament on August 3rd, 2015 to help provide U.S. war veterans with service dogs.

04.22.15

Khetarpal Secures Million Dollar Round Table Grant to Educate Girls Living in Poverty

Vijay Khetarpal of Integrity Financial Group securied a $5,000 grant from the Million Dollar Roundtable (MDRT) Foundation to support Vimukti Sanstha of India, which is focused on girls living in poverty. Khetarpal is a 19-year Life and Qualifying member of MDRT and an active supporter of Vimukti.

04.10.15

Hoffman Recognized for Top Performance by Signator Investors, Inc.

J. Thomas Hoffman, a financial professional with Signature Financial Partners, LLC, member of Signator Investors Inc., powered by John Hancock Financial Network, has qualified for ACE Inner Circle. ACE status, which stands for “Achieving Client Excellence”, is one of the highest honors that Signator bestows on financial professionals and advisors. ACE Inner Circle members have achieved this status ten or more times in their career.

04.10.15

Culiner Recognized for Top Performance by Signator Investors Inc.

Scott Culiner, financial professional with Signature Financial Partners, LLC, member of Signator Investors Inc., powered by John Hancock Financial Network, has qualified for the ACE Club. ACE status, which stands for “Achieving Client Excellence”, is one of the highest honors that Signator bestows on financial professionals and advisors. ACE Club members have achieved this status five or more times in their career.

04.10.15

Khetarpal Recognized for Top Performance by Signator Investors Inc.

Vijay Khetarpal, financial professional with Signature Financial Partners, LLC, member of Signator Investors Inc., powered by John Hancock Financial Network, has qualified for the ACE Club. ACE status, which stands for "Achieving Client Excellence", is one of the highest honors that Signator bestows on financial professionals and advisors. ACE Club members have achieved this status five or more times in their career.

03.06.15

Khetarpal Achieves 19-Year Membership In Million Dollar Round Table

Outstanding client service, ethics and professionalism have enabled Vijay Khetarpal to achieve membership in the prestigious Million Dollar Round Table—The Premier Association of Financial Professionals®. Khetarpal is a 19-year member of MDRT.

02.05.15

Steve Pursley Recognized for Top Performance by Signator Investors Inc.

The ACE (“Achieving Client Excellence”) Platinum Award is one of the highest honors that Signator bestows on financial professionals within the national network, attesting to Steve Pursley's sales excellence and real value he delivers to clients and the community.

2014

05.06.14

Vijay Khetarpal Achieves Membership In Million Dollar Round Table

Attaining membership in MDRT is a distinguishing career milestone. It requires Khetarpal to adhere to a strict Code of Ethics, focus on providing top-notch client service and continue to grow professionally through involvement in at least one other industry association.

04.21.14

Carl Grund Earns Accredited Investment Fiduciary (AIF®) Designation From Fiduciary360

Becoming an AIF® certificant signifies Grund’s knowledge of fiduciary responsibility and the ability to work with plan sponsors to implement policies and procedures that help meet a defined standard of care. The designation is earned upon culmination of a two-day course and examination.

02.03.14

Scott Culiner, CFP® Recognized as 2014 Five Star Wealth Manager

For the second consecutive year, Scott Culiner, CFP® was named a 2014 Five Star Wealth Manager by Five Star Professional as advertised in Baltimore magazine. This year, 1,484 wealth managers in the Baltimore area were considered for the award; 395 (27% of candidates) were chosen.

 

2013

10.18.13

SFP Donates $6,845 To The Alzheimer's Association National Capital Area Chapter

Through generous donations from our associates, SFP raised $6,845 during our annual company golf tournament on October 17, 2013 held at Westfields Golf Club in Clifton, VA.

09.12.13

SFP Hosting Annual Blood Drive For The American Red Cross

SFP announced it will be teaming up with the American Red Cross and hosting its annual blood drive on Thursday, October 3rd from 9am – 2:30pm outside of SFP's headquarters in Tysons Corner.

04.30.13

MDRT Foundation Awards $3,000 Grant to Vimukti Sanstha in Honor of Vijay Khetarpal

Vijay K. Khetarpal, CLU, ChFC, of Integrity Financial Group, LLC, secured a $3,000 grant from the MDRT Foundation on behalf of Vimukti Sanstha. Khetarpal, a 17-year MDRT member, is an active supporter of Vimukti Sanstha, a registered society which started an integrated program to educate underprivileged girls from the urban slums in India.

03.18.13

SFP Cares: At Work In The Community

One of SFP’s ongoing community events is spending time and playing games with the residents at two local nursing homes. For nursing home residents, visitors can be the highlight of the week. SFP associates in Maryland and Virginia spent two afternoons recently playing games and socializing with such residents in the hopes of brightening their day.

02.01.13

Eric S. Dunner, J.D. and Kyle C. Smith Earn CFP® Certification

The two Financial Professionals with Signature Financial Partners recently earned their Certified Financial Planner™ (CFP®) certification from the Certified Financial Planner Board of Standards Inc.

02.01.13

Nohemi Cecil, CLU Named 2013 Five Star Wealth Manager

For the third year in a row, Nohemi Cecil has been recognized as a Five Star Wealth Manager.

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. The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. 

 

2012

10.05.12

Faisal Syed-Haq Earns CFP® Certification

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.

06.05.12

Daryl Brockman Inducted into JHFN Hall of Fame

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.

05.31.12

MDRT Foundation Awards $2500 Quality of Life Award to Hero Dogs in Honor of Kerry Hemphill

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.

04.19.12

Top Montgomery County Financial Representative, Kerry Hemphill, Affiliates with John Hancock Financial Network

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.

02.08.12

The Success Series: Discovering Alpha in the 401(k) World

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.

02.01.12

Nohemi Cecil Named 2012 Five Star Wealth Manager

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

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.

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.

11.10.11

Walt Whitman Senior Receives First Prize in National Essay Competition from John Hancock's Signature Financial Partners

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.

10.14.11

The Success Series: Creating Alpha in the 401(k) World

"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.

09.12.11

Carl Grund Earns CFP® Designation

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.

09.01.11

September is Life Insurance Awareness Month (LIAM)

For those without any life insurance, or for those who may need more because of changing circumstances, SFP offers three suggestions for getting coverage.

07.05.11

SFP Hosting Blood Drive in Honor of Megan Carpenter

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.

04.01.11

SFP Professionals Recognized for Top Performance by JHFN

Fourteen advisors qualified for the ACE Awards, one of the highest individual honors that JHFN bestows.

03.10.11

SFP Receives the National Award for Excellence

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.

02.24.11

SFP Presents the Success Series

The Success Series aims to provide experienced financial advisors in the D.C. region with practice development advice from industry experts.

02.01.11

Nohemi Cecil Named 2011 FIVESTAR Wealth Manager

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

12.02.10

SFP Launches Holiday Toy Drive to Benefit Local Children in Need

SFP partnered with industry associations, NAIFA-GWDC and NAIFA-Baltimore, to benefit charities collecting gifts for local children of all ages.

11.09.10

SFP Donates Over 90 Pairs of Shoes to Soles4Souls, Inc.

Soles4Souls was founded in 2004 with the mission to facilitate donations of shoes to people who are in desperate need of footwear.

05.26.10

William McKinney: 2010 ACE Hall of Fame Inductee

“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

04.16.10

Daryl Brockman Receives National Award for Excellence from John Hancock Financial Network

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.

03.18.10

Signature Financial Partners’ Paul Friedman Receives First Annual NAIFA-Greater Washington Legacy Award

Paul Friedman, CLU, LUTCF was awarded the first annual NAIFA-Greater Washington Legacy Award. This prestigious award combines the Wilner and Meyer/Brandrup awards into one new annual recognition.