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Michael Cice, CRPC®, RFC® and Grant Holdren, CFP®, CLU® Invited to Participate in Cambridge Leaders Club 2016
  • USA - English


News provided by

Allied Financial Consultants, LLP

Aug 12, 2016, 03:00 ET

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Newtown, PA (PRWEB) August 12, 2016 -- Michael Cice, CRPC®, RFC® and Grant Holdren, CFP®, CLU® of Allied Financial Consultants, LLP have been selected by their broker-dealer, Cambridge Investment Research, Inc. (Cambridge) to participate in an exclusive Leaders Club workshop in Chicago, Illinois, August 9-10, 2016. Cambridge advisors were invited to participate based on their dedication to quality service and prominent levels of success.

“I want to thank my clients for choosing me as their financial professional. I sincerely appreciate their trust in me and their confidence that I will provide them with unbiased recommendations and impartial guidance based on their needs and goals.”

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“It is a privilege for Cambridge to recognize advisors who dedicate themselves to professional development while maintaining great service to each client,” said President Amy Webber. “We want to continue to support our advisors by offering opportunities that expose them to different perspectives that lend to the development of new skills.”

The emphasis of the workshop will be on the continuation of growth, while maintaining a high level of service. The main attraction of the Leaders Club two day event is keynote speaker Mark Zinder, a leading voice in the financial industry. The event will begin with the Leaders Club banquet held at Skydeck Chicago at Willis Tower.

The Leaders Club workshop will be held in conjunction with Cambridge’s annual Ignite conference, August 10-13 in Chicago.

In Michael’s words …

“I want to thank my clients for choosing me as their financial professional. I sincerely appreciate their trust in me and their confidence that I will provide them with unbiased recommendations and impartial guidance based on their needs and goals.”

In Grant’s words…

“I appreciate being named to Cambridge’s Leaders Club, especially as a reflection of our shared values and dedication to serving clients, and I enjoy the opportunities to share experiences with my peers who are also independent financial professionals.”

About Allied Financial Consultants, LLP

Allied is a one-stop financial center, delivering customized programs that are designed to help grow, protect, and conserve our clients’ wealth. Allied’s comprehensive wealth management process is designed to help clients: create and grow wealth, protect and preserve wealth, plan the distribution of wealth during life – and death, in the most tax-advantaged way.

Contact: Elizabeth Van Osten, (215) 497-8368, evanosten(at)afc-gwh(dot)com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Allied Financial Consultants, LLP and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, PA, SC, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

About Cambridge
Cambridge Investment Group, LLC is a privately-controlled firm with a national reach across the financial services industry consisting of multiple broker-dealers and RIAs, including: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Continuity Partners Group, LLC – a special purpose broker-dealer and investment advisor; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately owned independent broker-dealers in the country supporting approximately 2,800 independent financial professionals nationwide who serve their clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Advisor or their own. For more information visit http://www.joincambridge.com

Elizabeth Van Osten, Allied Financial Consultants, LLP, http://www.afcllp.com, +1 (215) 497-8368, [email protected]

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Michael Cice, CRPC®, RFC® & Grant Holdren, CFP®, CLU®
Michael Cice, CRPC®, RFC® & Grant Holdren, CFP®, CLU®
Michael Cice, CRPC®, RFC® & Grant Holdren, CFP®, CLU®

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