Orange County Wealth Management Firm IWM Partners Adds Series 7 LPL Registered Administrative Representative to Office

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IWM Partners

Jul 30, 2013, 19:00 ET


Fountain Valley, CA (PRWEB) July 30, 2013 -- Orange County wealth management firm IWM Partners today announced that Jade Terry, currently a Marketing Associate for the firm, has earned her Series 7 credential. The registration, which is held through LPL Financial, allows her to assist with the firm’s financial services in addition to her current marketing and communication duties.

The Series 7 is a general securities registered representative credential administered by the Financial Industry Regulatory Authority (FINRA) that permits representatives to communicate with retail investors.

In her new role as a LPL Registered Administrative Assistant, Terry will help enhance operational efficiency and client service at IWM Partners while continuing her marketing and communication efforts.

“We are thrilled to expand Jade’s role at IWM Partners and know that her added experience as an LPL Registered Representative will be an asset in our day-to-day operations,” says CERTIFIED FINANCIAL PLANNER ™ and IWM Partners LPL financial advisor, Michael Hernandez.

Terry joined IWM Partners in the summer of 2012 as a Marketing Associate, assisting with client events and educational workshops and ensuring that clients are kept up to date with economic and office news via social media, email, newsletters, the website and much more. Terry’s background is in online marketing as well as consumer and non-profit public relations.

About IWM Partners

With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the Orange County LPL financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.

  • The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Jade Terry, IWM Partners, http://IWMPartners.com, (714) 962-8000, [email protected]