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Staff Accomplishments

by AOG Wealth Management
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At AOG, continued growth and education are key parts of our team’s annual goals.  Whether it be a new professional designation, training conference, or continuing education course, we are regularly looking for opportunities to boost our experience and knowledge to better continue to serve our clients.  We’d like to take a few moments to celebrate some of the recent accomplishments of several team members! 

Erin Long and Wiehan Peyper both passed the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) exams.  Lydia Gosselin passed the Series 65 (Uniform Investment Adviser Law) exam and is in the process of sitting for the Series 7 exam.  Each of these exams provides Wiehan, Erin, and Lydia with additional opportunities to advise our clients and support our advisory & analyst teams in a more in-depth manner.  The exams are lengthy and require rigorous studying in order to prepare – we’re incredibly proud of our team! 

Category: Blog, Company Updates