“With this registration, Ryo will be better able to serve both new and existing clients in our community,” said Elizabeth Dipp Metzger, president of Crown Wealth Strategies.
EL PASO, Texas (PRWEB) April 23, 2018
Emikoryo Perkins, Director of Operations for Crown Wealth Strategies, has become a Registered Service Assistant to Elizabeth Dipp Metzger by passing the qualifying Series 6 and 63 exams administered by FINRA (Financial Industry Regulatory Authority). FINRA is the leading provider of financial regulatory services, dedicated to investor protection and market integrity through effective and efficient regulation and compliance and technology-based services. Crown Wealth Strategies is a comprehensive wealth strategies firm in El Paso, TX serving clients nationwide.
As a Register Service Assistant, Mrs. Perkins may now meet with clients and discuss registered products and help answer related questions. She also will be able to design appropriate asset allocation models for prospects and clients related to Mutual Fund and Variable Products. All models must be reviewed and approved by the Registered Representative Elizabeth Dipp Metzger prior to presenting them to the client. In addition to this she will be able to provide service relating to registered products for Dipp Metzger’s clients.
“With this registration, Ryo will be better able to serve both new and existing clients in our community,” said Elizabeth Dipp Metzger, president of Crown Wealth Strategies. “We are pleased that her dedication to furthering his education will help many families as they work to protect their financial futures.”
Emikoryo is the Director of Operations for Crown Wealth Strategies. She works with the firm and its clients to provide the utmost service and attention. “Ryo” manages the overall operations and administrative functions at Crown Wealth Strategies. Prior to joining Crown Wealth Strategies, Ryo worked for 4 years as a commissioned officer in the US Army. Her expertise was in finance and operations, which makes her an excellent fit to the Crown family. Ryo has a BBA in Accounting from Campbell University. She resides in El Paso, Texas with her husband and her three children.
Elizabeth Dipp Metzger is a member Agent, The Nautilus Group®, a service of New York Life Insurance Company - http://www.TheNautilusGroup.com Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, • 303 N. Oregon Suite 1100 El Paso TX 79901 • 915-534-3200. Crown Wealth Strategies is neither affiliated with or owned by New York Life or its subsidiaries. Emikoryo Perkins is a Registered Service Assistant to Elizabeth Dipp Metzger. SMRU 1772801