Jordan R. VanOort Earns Prestigious Chartered Financial Analyst Designation
BETHESDA, MD, Sep 27, 2013 (Marketwired via COMTEX) --
Jordan R. VanOort, a Financial Advisor with the Collins Investment
Group in Bethesda, MD, has earned the prestigious Chartered Financial
Analyst(R) (CFA(R)) designation.
The CFA charter represents a tradition of upholding standards of
education and integrity in the investment profession. The charter is
recognized by employers, investment professionals, and investors as
competence, integrity, and dedication of serious investment
Recipients of the CFA charter have successfully completed the CFA
Program, a graduate-level, self- study curriculum and a series of
three intensive examinations taken sequentially, which, in total,
takes most candidates between two and five years. Candidate surveys
report that preparation for the three exams typically requires at
least 900 combined hours of study.
The CFA Program, which is administered by CFA Institute, the global
non-profit association of investment professionals, sets a standard
that is acknowledged for measuring the competence and integrity of
financial analysts, portfolio managers, and investment advisers.
Currently, more than 100,000 investment professionals in 135
countries and territories hold the CFA charter.
Mr. VanOort earned a bachelor's degree in economics from Yale
University in 2006, and since graduating has enhanced his knowledge
of the economy and financial markets as a Financial Advisor with
Wells Fargo Advisors. After receiving his Series 7 and Series 66
securities registrations, Mr. VanOort joined the Collins Investment
Group in January 2008 where he identifies and screens equity
investments and follows characteristics of financial markets. As a
Certified Financial Planner(TM), Mr. VanOort advises clients on
retirement planning, estate planning, education funding, cash flow
management and investment planning. Mr. VanOort is a native of
Corning, New York and currently resides in Bethesda, Maryland.
"I'm grateful for the support, encouragement, and confidence of my
family, co-workers, colleagues, and clients," stated Mr. VanOort.
"The shared sense of accomplishment, as well as the reputation and
responsibility associated with achieving the CFA designation means a
lot to me. One of my continual goals in upholding the values of CFA
Institute is to ensure that clients and colleagues feel as proud to
work with a CFA Charterholder as I feel for carrying the
About Wells Fargo Advisors Financial Network
For more than a decade,
Wells Fargo Advisors Financial Network, the independent investment
arm of Wells Fargo & Co, has simplified independence by partnering
with successful financial advisors and fostering a mutual passion for
doing what's right for clients. Wells Fargo Advisors Financial
Network operates nationwide with more than 1100 owners and advisors,
in more than 550 practices. www.wfaFINET.com
Investment products and services are offered through Wells Fargo
Advisors Financial Network, LLC (WFAFN). Collins Investment Group is
a separate entity from WFAFN.
About Wells Fargo Advisors
With $1.2 trillion in client assets as of
December 31, 2012, Wells Fargo provides investment advice and
guidance to clients through 15,414 full-service financial advisors
and 3,248 licensed bankers. This vast network of advisors, one of the
nation's largest, serves investors through locations in all 50 states
and the District of Columbia. Wells Fargo Advisors is the trade name
used by two separate registered broker-dealers and non-bank
affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and
Wells Fargo Advisors Financial Network, LLC (members SIPC).
Statistics include other broker-dealers of Wells Fargo & Company.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide,
diversified, community-based financial services company with $1.4
trillion in assets. Founded in 1852 and headquartered in San
Francisco, Wells Fargo provides banking, insurance, investments,
mortgage, and consumer and commercial finance through more than 9,000
stores, 12,000 ATMs, the Internet (wellsfargo.com), and has offices
in more than 35 countries to support the bank's customers who conduct
business in the global economy. With more than 265,000 team members,
Wells Fargo serves one in three households in the United States.
Wells Fargo & Company was ranked No. 26 on Fortune's 2012 rankings of
America's largest corporations. Wells Fargo's vision is to satisfy
all our customers' financial needs and help them succeed financially.
Kristian K. Price
Chief Operating Officer
Collins Investment Group
6901 Rockledge Dr #730
Bethesda, MD 20817
SOURCE: Collins Investment Group, LLC
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