Bill Sydor has received the *Five Star Wealth Manager award for the Seattle Tacoma Area for 2012 2013). The Five Star Professional conducts market‐specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients.
He is also a Adjunct Professor.
"The Five Star Wealth Manager Award is based on following criteria:
1. Credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney.
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
3. Favorable regulatory and complaint history review. *
4. Fulfilled their firm review based on internal firm standards.
5. Accepting new clients.
Evaluation Criteria - Considered
1. One-year client retention rate.
2. Five-year client retention rate.
3. Non-institutional discretionary and/or non-discretionary client assets administered.
4. Number of client households served.
5. Education and professional designations.
*A favorable regulatory and complaint history review is defined by Five Star Professional, as the person cannot have: (1) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) Filed for personal bankruptcy, or(5) Been convicted of a felony.
The Five Star Wealth Manager award does not evaluate the quality of service provided to clients. Recipients of the award may have had unfavorable ratings. (insert # of award candidates) award candidates in the (insert area e.g., Los Angeles) area were considered for the Five Star Wealth Manager award. (insert number of winners), approximately (insert %)percent of award candidates, were named (insert yr) Five Star Wealth Managers. The (insert # of winners) award winners represent less than (insert %) percent of the total wealth managers in the area. The award is not indicative of the wealth manager’s future performance. The Five Star Wealth Manager Award is administered by Crescendo Business Services, LLC(dba Five Star Professional). Candidates and winners do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, winners, may opt to purchase additional profile ad space or related award promotional products.
Press & Recognition
Householder Group & Estate Specialists Hosts Breakfast With Bill and Special Guest Scott Householder to Benefit Wounded Warrior Project®
Householder Group & Estate Specialists will host Breakfast With Bill, taking place at Fircrest Golf Club, 1500 Regents Blvd., Fircrest, WA 98466 on November 3rd, 2012 from 9:00am to 11:00am, and featuring Scott Householder, Founder and CEO of the Householder Group & Estate Specialists to benefit the Wounded Warriors of Joint Base Lewis-McChord.
Householder Group & Estate Specialists is proud to bring Breakfast With Bill to Fircrest Golf Club for the annual event. Breakfast With Bill will feature Bill Sydor, Regional Vice President of Householder Group & Estate Specialists and special guest speaker Scott Householder, Founder and CEO of the Householder Group & Estate Specialists, whom will be presenting the “7 Habits of Highly Effective Retirees”. Breakfast With Bill will be supporting Wounded Warriors by donating to a toy drive benefitting the children and families of Joint Base Lewis-McChord.
Toys are needed for all age groups and should be new and unwrapped. You can also make a donation with a target gift card. Please bring gifts to the event or local offices.
If you would like to attend Breakfast With Bill or need delivery instructions please contact us through the contact link or email email@example.com
The event is FREE to the public, a toy donation is suggested. We warmly welcome you and up to 3 guests (55 and older).
“Just because you’re retired, doesn’t mean that you shouldn’t still be highly effective.” – Scott Householder
The mission of Wounded Warrior Project® is to honor and empower wounded warriors. Wounded Warrior Project® (WWP) began when several veterans and friends, moved by stories of the first wounded service members returning home from Afghanistan and Iraq, took action to help others in need. What started as a program to provide comfort items to wounded service members has grown into a complete rehabilitative effort to assist warriors as they recover and transition back to civilian life. Thousands of wounded warriors and caregivers receive support each year through WWP programs designed to nurture the mind and body, and encourage economic empowerment.
Wounded Warrior Project® is a nonprofit, nonpartisan organization.
To Read More Click Here: https://www.prweb.com/releases/2012/10/prweb10015946.htm