Charney Investment Group Places 2nd for Top Practice in 2018, Team Division
HARRISBURG, PA, July 11, 2019 /Neptune100/ — Charney Investment Group received the honor of attending Prospera Financial’s 25th Top Producers Conference at the Ritz-Carlton, Kapalua, held June 19-June 23 on the island of Maui in Hawaii. Prospera, a strategic partner and broker-dealer to Charney Investment Group, holds this conference annually to recognize the hard work and success of its top 25 advisors in the previous year.
The conference began with an opening awards dinner and ceremony, where a handful of the invited advisors were recognized for their specific achievements in select categories. In the previous year’s conference, Doug Charney, founder and President of Charney Investment Group, received the honor of obtaining Chairman’s Club- which acknowledges the Top 5 individual producers. This year, both Doug Charney and Vice President, Freddy Cassivi, were congratulated at the dinner on the achievement of placing 2nd as the Top Practice in the Team Division for 2018.
During the trip, Doug and Freddy got the privilege to attend a general session, giving them the opportunity to hear speakers cover topics of best practices, available platforms, ways the broker-dealer is increasing efficiency for its advisors and new tools available to help enhance the experience of clients served by Charney Investment Group. The days spent at the conference also provided valuable networking for the firm, helping to further strengthen the practice.
About Charney Investment Group
Founded in 1999, Charney Investment Group is an independent business providing investment and financial services for clients seeking unbiased wealth management advice. Located in Harrisburg, PA, the firm is proudly associated with Prospera Financial Services, a six-time Broker Dealer of the Year. For more information, visit www.charneyig.com.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, member FINRA, SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015 and 2018. The firm supports independent financial advisors nationwide.
Securities and advisory services offered through Prospera Financial Services, Inc., Member FINRA, SIPC – www.prosperafinancial.com