IRA, Roth, 401k plans and other tax deferred accounts
Glen is a Master Elite IRA Advisor and a member of Ed Slott’s educational group for more than 10 years. With the elimination of the traditional pension and the introduction and focus of the company 401K Plan and many other tax-deferred accounts, it has become necessary for advisors to have specialized training to manage and maximize these valuable accounts. We have addressed this by increasing our understating of these accounts and their complicated rules to provide the best planning available.
Ed Slott’s Elite and Master Elite IRA Advisor Group is an exclusive IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings. Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.
The CFF certification a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Glen Pier is an Investment Advisor Representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Catherine Reid is a registered representative of MerCap Securities, LLC. Services offered through MerCap Securities, LLC, Member FINRA/SIPC and wholly-owned subsidiary of MerCap Enterprises, Inc. Address: 73 Chestnut Road # 400, Paoli, PA 19301 Phone: (877) 784-8021 MerCap Securities, LLC is not affiliated with Infinity Wealth Management, Inc., nor Prosperity Capital Advisors.