Shandy Chen of Weiss & Hale Passes Financial Exams

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Shandy Chen Passes Financial Exams

Pomfret Center, CT (January, 2018) — Shandy Chen recently passed the Financial Industry Regulatory (FINRA) Series 7 and 66 exams making him a licensed staff member at Weiss & Hale Financial. Shandy hails from Willington, CT and leads client operations for Weiss & Hale Financial where he joined in June of last year after graduating with a B.A. in Economics from Hamilton College.

 

Both the Series 7 and 66 exams require extensive preparation and test an individual’s knowledge on a wide range of financial topics including investment vehicles, laws, regulations, as well as economic indicators.

 

On his recent accomplishment, Managing Partner, Jim Zahansky, states, “Shandy’s talent for problem solving and analysis have helped improve our business tremendously. This achievement is just another example of Shandy’s abilities and will further assist our clients in achieving their financial life goals.” Weiss & Hale Financial, LLC, based in Pomfret Center, is a knowledgeable team of finance professionals who help clients achieve their goals using their unique Plan Well, Invest Well, Live Well™ process.

 

Visit www.weissandhale.com to learn more.

CONTACT: Diego Briones, Project Manager – Marketing, Weiss & Hale Financial, LLC  860.928.2341  dbriones@weissandhale.com  www.weissandhale.com

Note: Securities and advisory services for Weiss & Hale Financial, 697 Pomfret Street, Pomfret Center, CT 06259 (860.928.2341) are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  About Weiss and Hale Financial:  Since 2006, Weiss & Hale Financial has been providing individuals and not-for-profits with wealth management, retirement income planning and financial guidance to help them to: Plan Well, Invest Well, Live Well™. Together the advisors – Laurence Hale and Jim Zahansky – hold extensive industry experience and help clients achieve their financial life goals. They are located at 697 Pomfret Street, Pomfret Center, CT 06259. For more information, please visit www.weissandhale.com or call 860.928.2341.

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