Managing an investment portfolio calls for mastery of a challenging set of skills including understanding portfolio theory, allocating assets between debt and equity, decoding mutual fund investment ...

Fargo, ND – March 11th, 2021 – TJ Draeger, APMA, a Private Wealth Advisor with Ameriprise Financial in Fargo, ND, recently received the Accredited Portfolio Management AdvisorSM (APMA®) designation ...

Fargo, ND – July 19, 2021 – Mark Sorenson, APMA® a financial advisor with Ameriprise Financial in Fargo, recently received the Accredited Portfolio Management AdvisorSM (APMA®) designation from the ...

Scottsdale, AZ (07/08/2024) – Life Moves Wealth Management is pleased to announce that Dale L. Shafer II, CFP®, CBEC®, APMA®, CDFA® recently earned the Certified Business Exit Consultant® Designation ...

Stewart Barnes, a private wealth adviser with Ameriprise Financial in Roanoke, recently received the accredited portfolio management adviser designation from the College of Financial Planning.