Financial advisor achieves professional designation
Financial advisor Shelly Egli of the financial services firm Edward Jones in Woodburn has achieved the professional designation of Accredited Asset Management Specialist(SM).
Egli completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the Denver-based College for Financial Planning. Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS® designation.
This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services.Topics of study in the program include understanding the asset management process and understanding asset allocation and strategies.
Egli's office is located at 1749 Mt. Jefferson Ave. in Woodburn.
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