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Who Are Our Partners?
Our
associates and staff hold degrees from such schools as Wake
Forest University, Appalachian State
University, and North Carolina State
University. In addition, we have advanced professional designations,
including Chartered Life Underwriter (CLU),
Chartered Financial Consultant (ChFC),
Certified Financial Planner (CFP),
and Financial Paraplanner. These designations, awarded by the American
College and the Certified Financial Planner
Board of Standards, require the candidate to pass all required
courses for the selected program, meet specified experience requirements,
and comply with and maintain ethics standards. Once awarded, the designations
must be updated through continuing education
credits that ensure knowledge of the most current laws and planning techniques.
Fidelity Capital Management
3008 Anderson Dr., Suite
203
Raleigh, North Carolina
27609
Telephone: (919) 876-9610;
FAX: (919) 850-9320
E-mail: info@FidelityCapitalManagement.com
URL: http://FidelityCapitalManagement.com/
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