Congratulations are in order!

By Jim Ewing on June 23, 2023

Please join us in congratulating our newest team member, Derrick Schemmel, for passing the level 3 exam, earning his CFA® designation!  According to the CFA Institute, “Becoming a charterholder is a defining moment for many investment professionals and exemplifies a strong understanding of advanced investment analysis and real-world portfolio management skills.”  Derrick has also recently obtained his FINRA series 7 and series 66 licenses.  With these accomplishments, he has earned the title of Investment Analyst and Trader.  Congratulations, Derrick!  Keep up the good work! 

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