POMFRET CENTER and TOLLAND, CT (June 27, 2023)
Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) has announced that Associate, Client Service Brandon Koehler has passed the Securities Industry Essentials (SIE) exam. The SIE exam is a rigorous assessment of basic securities industry information, including market participants, products, and regulations. Passing the exam is a critical step for individuals who want to further pursue a career in the securities industry.
“Brandon has been a valuable member of our team for the last year. His commitment to excellence and his dedication to our clients make him an asset to our company, and his success in passing the SIE exam is a testament to his dedication and hard work,” said Laurence Hale, AAMS®, CRPS® Principal/Managing Partner and Chief Investment Officer at WHZ.
“We’re committed to supporting our employees in their professional development, so we’re thrilled to see Brandon reach this important milestone in his career and look forward to his continued growth and success here at WHZ.”
Koehler joined Weiss, Hale & Zahansky in June 2022, shortly after earning a degree in Economics with a minor in Communications from the University of Connecticut. As a Client Service Associate, he assists clients with operational and administrative needs in collaboration with WHZ’s financial advisors and team to ensure the best client experience and advancement of client goals.
Prior to joining WHZ, Koehler worked for the University of Connecticut Athletics and the Town of Mansfield with a focus on operations and customer service. At UConn, he served as the Business Lead on the Formula Student racing team, the university’s flagship engineering organization.WHZ was founded in Pomfret, Connecticut in 2006 as an independent investment firm. Today the firm offers wealth management and customized financial planning services to individuals, families, business owners and executives, and not-for-profit institutions in 25 states from its offices in Pomfret and Tolland, CT. To learn more, contact us.
About Weiss, Hale & Zahansky Strategic Wealth Advisors: Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, one of the largest privately-owned independent Registered Investment Advisor/broker-dealers in the United States. (*As of 9/22, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.) Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a unique and strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. The firm offers portfolio management and financial guidance to individuals, families, business owners and executives, and not-for-profit institutions in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT, 860.928.2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.