Blumark's Jill Tullio Earns Series 24 Designation - Expanded Knowledge and Qualifications Will Better Serve Securities Clients
TROY, Mich., Sept. 4, 2019 /PRNewswire-PRWeb/ -- Blumark, a leading boutique financial service and tax advisory firm, announced that Blumark Partner Jill Tullio ChFC, CLU; has earned the Series 24 designation through the U.S. Financial Industry Regulatory Authority (FINRA).
The General Securities Principal exam, commonly referred to as the Series 24 exam, is administered by FINRA. It qualifies professionals to supervise or manage activities such as corporate securities, REITs, variable contracts, and venture capital; a general principal may also approve advertising and sales literature, including communications regarding municipal securities. The exam itself covers topics such as supervision of investment banking, trading, customer accounts, and the primary/secondary markets.
Ms. Tullio, a founding Partner at Blumark, had these thoughts about achieving the Series 24 designation: "This builds on my background as a financial advisor. It's necessary to expand your personal knowledge base and skills to support the growth and expansion of the business."
What does it mean for Blumark clients?
"Whenever we expand our knowledge and expertise and make personal improvements, we improve how we serve our clients. Compliance is a critical issue in today's market, including an intense focus on cyber security. This better equips me, and Blumark overall, to help assure we're supporting our clients with the proper processes and procedures that will provide the financial success they seek and keep them more protected as well."
Ms. Tullio graduated from the University of Michigan with a bachelor's degree in Business Administration. She has completed nine college-level courses for Chartered Financial Consultant designation; additionally, she is licensed for Property and Casualty Insurance, Life & Health Insurance, Series 6, 7, and 63.
She has more than 17 years of professional experience and serves clients in more than 15 different states. In addition to her role as a financial advisor, she has managed insurance training and consulted on employee benefits for multiple companies in the metro Detroit area.
About Blumark
Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client's personal CFO.
The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. http://www.blumarkadvisors.com
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 6915 Rochester Road Suite 400 Troy, MI 48085 Phone: 248-289-1647
SOURCE Blumark Advisors
