James R. Wigen, founder of Independent Financial Management or IFM, has received the FINRA Arbitrator Certificate of Completion

Independent Financial Management, or IFM, founder James R. Wigen has received the FINRA Arbitrator Certificate of Completion, for Dispute Resolution - Basic Arbitrator Training Program on September 23, 2023. James is now officially classified as a Non-Public Arbitrator, and can be selected for FINRA Arbitration Hearings.

NEWPORT BEACH, Calif. & DALLAS - Oct. 12, 2023 - PRLog -- Independent Financial Management or IFM founder James R. Wigen has received the FINRA Arbitrator Certificate of Completion, for Dispute Resolution - Basic Arbitrator Training Program on September 23, 2023.  James is now officially classified as a Non-Public Arbitrator, and can be selected for FINRA Arbitration Hearings.

James R. Wigen & IFM specializes in Custom Portfolio Management, Wealth Management, Financial/Retirement Planning & Insurance Services for Individuals and Businesses since 1996.

In addition to becoming a FINRA Arbitrator, James has also achieved the Chartered Asset Manager®, Chartered Financial Manager®, Chartered Portfolio Manager® & Chartered Wealth Manager® designations.  These designations were issued by Global Academy of Finance and Management or GAFM®.

IFM currently offers Subscription Based Monthly Financial Advisory Services, and Free 40 page Financial Plans.  IFM works under Independent Financial Partners or IFP, a Registered Investment Advisor firm, with over $10.5 billion under management as of January 1, 2023.

IFM Custodial Services offered through Charles Schwab, Fidelity Investments & Pershing LLC, for client assets.  Both IFM & IFP are considered Fiduciaries, and IFM & IFP are separate entities.

Contact
JAMES R. WIGEN
j.wigen@ifmanagers.com
8555469443
Photos: (Click photo to enlarge)




Source: Independent Financial Management LLC

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