Posts Tagged ‘CEFEX’
Petersen Hastings Earns Fiduciary Excellence Certification
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX), a division of Broadridge Fi360 Solutions, for the 15th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies…
Read MorePetersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 14th Straight Year
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce their recertification from the Centre for Fiduciary Excellence (CEFEX) for the 14th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard…
Read MoreWhat Does it Mean for an Investment Advisory Firm to be CEFEX Certified?
Petersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 13th Straight Year
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX) for the 13th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard…
Read MorePetersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 12th Straight Year
Petersen Hastings in Kennewick, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX) for the 12th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard of fiduciary excellence. …
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