SPRING VALLEY — Financial Advisor Kathy Pullam of the financial services firm Edward Jones in the Illinois Valley has achieved the professional designation of Accredited Asset Management Specialist(SM).
Pullam successfully 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. Study topics include understanding the asset management process and understanding asset allocation and strategies.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm’s business, from the investments offered to the location of branch offices, caters to individual investors. The firm’s 19,000-plus financial advisors serve more than 7 million clients with a total of $1.2 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.