Tag: Registered Investment Advisers
CFD Companies’ Support of Social Media Marketing Validated by Adviser Appearance at Jolt! Conference | National News
KOKOMO, Ind. /Florida Newswire - National News/ -- CFD Companies' efforts to support adviser marketing were validated recently when CFD affiliated financial adviser Rachael Camp was a featured panelist at the 2025 Jolt! Conference. Social media marketing remains prohibited at many financial services firms, but CFD has calculated that the extra regulatory burdens are a part of providing exceptional service to CFD affiliated financial professionals.
Paul B. Stetz Joins Fairport Wealth as new COO
CLEVELAND, Ohio, Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.
