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Patrick A. Quinn of Signature Chicago Wealth Management Earns Professional Plan Consultant (PPC) Certification
  • USA - English


News provided by

Signature Bank

Oct 05, 2016, 03:00 ET

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(PRWEB) October 05, 2016 -- Patrick A. Quinn, Managing Director of Signature Chicago Wealth Management, recently earned his Professional Plan Consultant (PPC) Certification through Financial Service Standards, a division of fi360 and provider of fiduciary-related education, designations, training and tools. The PPC designation certifies that Quinn has completed the 401k Service Training Program, and that he satisfies the experience requirement, and pledges to meet the Financial Service Standards Code of Ethics and Conduct Standards.

The PPC curriculum includes sixteen hours of coursework for retirement planning professionals covering the six critical plan management steps for plan sponsors, as well as a review of ERISA rules and industry best practices in retirement planning.

“The PPC designation will allow me to better service our Signature Chicago Wealth Management clients on their employer-sponsored retirement plans,” said Quinn. “The landscape of 401k management is becoming more and more complicated and this designation provides the specialized training necessary to serve our client’s retirement needs at the highest level.”

To maintain the PPC designation, Quinn is required to accrue a minimum of six hours of continuing education annually. Along with the PPC certification, Quinn also holds his Series 7, 63, & 65* registrations through LPL Financial. He is a frequent speaker on investment planning strategies in the Chicagoland area.

Signature Chicago Wealth Management is a full-service wealth planning firm and provider of 401k retirement services. Managing Director Patrick Quinn welcomes the opportunity to work with new clients. Learn more by calling 847.268.1036 or visiting:
https://www.signaturechicagowm.com/.

About Signature Chicago Wealth Management
Signature Chicago Wealth Management is the comprehensive financial planning and investment advisory-services focused division of Signature Bank. Signature Chicago Wealth Management is wholly owned by Signature Bancorporation, Inc., the largest privately funded de novo bank holding company in Illinois. Based in Chicago, Signature Chicago Wealth Management provides personalized, comprehensive investment services to help clients pursue their financial goals.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Signature Bank deposits and are not FDIC insured. These products are not obligations of Signature Bank and are not endorsed, recommended or guaranteed by Signature Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Julie Simon, Signature Bank, http://www.signature-bank.com, +1 312-386-6908, [email protected]

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Patrick A. Quinn
Patrick A. Quinn
Patrick A. Quinn

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