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You may have noticed the AAMS certification after Matt's name. AAMS is a certification managed by the College For Financial Planning and expands to ACCREDITED ASSET MANAGEMENT SPECIALIST. This certification covers;
- The Asset Management Process
- Investors, Policy & Change
- Risk, Return & Investment Performance
- Asset Allocation & Selection
- Investment Strategies
- Taxation of Investment Products
- Investment Opportunities for an Individual’s Retirement
- Investment Considerations for Small-Business Owners
- Deferred Compensation & Other Benefit Plans for Key Executives
- Insurance Products for Investment Clients
- Estate Planning for Investment Clients
- Regulatory & Ethical Issues for the Investment Professional
In addition, as of 2/08 the Financial Industry Regulatory Authority [FINRA] has Matt Skotynsky Broker Qualifications as
Registration:
1 Self-Regulatory Organization
18 U.S. states and territories - Currently Matt is approved as a securities agent in Arizona, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maryland, Michigan, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virgina and Washington.
Exams:
2 Principal/Supervisory Exams
General Securities Sales Supervisor Series 10 in 2006
General Securities Principal Examination Series 24 in 20061 General Industry/Product Exam
The Securities Representative Exam Series 7 certification in 19991 State Securities Law Exam
The Uniform Securities Agent State Law Exam Series 63 also in 1999The Financial Industry Regulatory Authority [FINRA] "was created in July 2007 through the consolidation of NASD and the member regulation, enforcement and arbitration functions of the New York Stock Exchange, FINRA is dedicated to investor protection and market integrity through effective and efficient regulation and complementary compliance and technology-based services". To read more, click here for the Financial Industry Regulatory Authority website.
Matt is also active in the Perrysburg community with the Perrysburg Chamber of Commerce, the Parks and Recreation Board, the Way Library Foundation and the YMCA.
Lea Skotynsky also has her broker qualifications. She passed the Securities Representative Series 7 and Uniform Securities Agent State Law Series 63 exams in 2006 making her one of the growing number of women financial advisors. Lea is currently approved as a securities agent in Ohio, Michigan, California and Colorado.
We are the Skotynsky Financial Group LLC. US independent financial advisors who can be your wealth financial advisor offering financial planning for widows and financial planning for women. We are an independent financial advisor affiliated with Raymond James Financial Services, Inc. member FINRA / SIPC which gives us the flexibility of an independent financial advisor with the resources of a big Wall Street firm all working to provide you with the best advice possible for your college financial planning, retirement financial planning, estate planning, or other basic financial planning.