WESTLAKE VILLAGE, Calif. (PRWEB) June 21, 2018
Manchester Financial is proud to announce that Jennifer Caruso is now a licensed Investment Adviser Representative.
The distinction requires passing FINRA’s Series 65 exam. In addition to providing investment advice, investment advisers typically manage investment portfolios and offer financial planning services.
“This licensure allows us to better serve clients and meet their unique needs,” said Robert Katch, president of Manchester Financial.
“We are thrilled to have Jennifer at Manchester Financial,” said Alan Hopkins, Chief Economic Strategist of Manchester Financial. “Her unique expertise really complements our current team.”
Caruso received her Bachelor’s in Finance with an emphasis in Investment Analysis and Portfolio Management from Kennesaw State University. Previously, Caruso worked for Genworth Financial. She holds a California Life & Health insurance license and a California real estate license. She joined Manchester Financial in 2015.
About Manchester Financial:
Founded in 1990, Manchester Financial provides savvy financial planning and astute portfolio management. Focused on protecting and growing their client’s lifestyles, they seek to always do what is right by meeting the unique needs of each client and consistently delivering superior results through their knowledge, experience and wisdom. Their goal is simple: to make sure that their clients’ decisions are Powered by Planning®. Learn more at http://www.manchesterfinancial.com.