Sarasota, Florida – Kerkering Barberio Financial Services, Inc. – is pleased to announce that Luke Nicholas has been promoted to Research Analyst. In addition, he has passed Level I of the Chartered Financial Analyst® (CFA) Exam. The CFA designation is a qualification for finance and investment professionals, particularly in the fields of investment management and financial analysis of stocks, bonds and their derivative assets. The program focuses on portfolio management and financial analysis, and provides a generalist knowledge of other areas of finance. The CFA credential has become the most respected and recognized investment designation in the world.
“We are very proud that Luke is progressing in his career as an investment advisor. At KBFS, we take great strides in assisting our team members attain higher levels of credentialing so that we may better serve our clients in reaching and exceeding their financial goals,” said Marty Kossoff, President.
About Kerkering Barberio Financial Services, Inc.
Kerkering Barberio Financial Services, Inc. has been providing fee-based asset management for individuals and organizations since 1997. Located at 1990 Main Street, Suite 801, Sarasota, FL 34236, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.kerkeringbarberiofinancial.com. Advisory Services Offered Through Commonwealth Financial Network, a Registered Investments Adviser.