POMFRET CENTER and TOLLAND, CT (June 6, 2023)
Weiss, Hale & Zahansky Strategic Wealth Advisors has announced that Associate, Client Service Matthew Allen recently passed the Series 7 General Securities Representative Qualification Examination, a rigorous licensing exam administered by the Financial Industry Regulatory Authority (FINRA) that is required to become a licensed securities representative.
The exam covers a wide range of topics, including equity securities, debt securities, investment banking, mutual funds, options, and more. Allen passed the exam on his first attempt.
Allen joined Weiss, Hale & Zahansky in July 2021 as a Client Service Associate, after receiving a B.A. in Mathematics with a minor in Computer Science from Central Connecticut State University that same year. In his current role, he assists clients with operational and administrative needs in collaboration with the firm’s advisors and client service team to ensure the best client experience and advancement of client goals.
“Matt has been a wonderful addition to our team and we’re really proud and pleased about this accomplishment,” said WHZ Principal, Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA®.
“In addition to providing clients with an exceptional wealth management experience, our mission also includes helping others to Live Well, including our team. We believe strongly in supporting them in their efforts to reach their goals, just as we do our clients. So it's really gratifying to see them succeed and grow their own accomplishments alongside the accomplishments they help our firm and our clients to achieve,” Zahansky continued.
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.