Nov. 10, 2021

Stocks 101; How AMR Advisors Became Certified Financial Planners

Stocks 101; How AMR Advisors Became Certified Financial Planners

This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's).  AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about how they started in...

Apple Podcasts podcast player badge
Spotify podcast player badge
Castro podcast player badge
RSS Feed podcast player badge
Apple Podcasts podcast player iconSpotify podcast player iconCastro podcast player iconRSS Feed podcast player icon

This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's). 

AMR team members, Brian Regan, CFA®, and Jeff Tomaneng, CFP®, talk about how they started in the industry, discuss their certifications, and how they got to where they are today.