Cleveland, OH, March 10, 2011 --(PR.com
)-- Cedar Brook Financial Partners LLC, one of Cleveland's largest independent wealth management firms, proudly recognizes Frank Legan for successfully passing the Financial Industry Regulatory Authority (FINRA) Series 31 exam.
The Series 31 exam, administered by FINRA covers topics including rules, regulations and responsibilities with respect to the futures industry.
“We’re thrilled that Frank diligently pursued the series 31 license. He joins many other financial advisors at Cedar Brook who have earned multiple professional licenses. Frank’s increasingly specialized areas of expertise add to the depth of talent we bring to our clients financial and investment needs every day,” explained Azim Nakhooda, Cedar Brook principal and chief investment officer.
Legan, a partner at Cedar Brook, designs and implements comprehensive, personalized financial planning strategies for corporate executives, closely held business owners, families, and retirees. He specializes in lifetime income planning, investment planning, and estate planning services.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the region’s largest independent wealth management firms according to Crain’s Cleveland Business 2010. Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.