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Theresa Bradley
Member Services Representative at Society Of Financial Service Professionals
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Work Experience
Member Services Representative
Jun 2011 - Present · 13 years and 6 months
optical apparatus
Bookkeeper
Oct 2002 - May 2011 · 8 years and 7 months
Company Details
The Society of Financial Service Professionals, known as FSP, is a nationwide professional association that has spent more than 95 years delivering on its mission of empowering advisors to provide the highest level of client service possible. The hallmarks of FSP include cutting-edge education, opportunities for collaboration, and a strong commitment to ethical behavior. As part of its long and accomplished history, FSP has been instrumental in elevating the financial services profession across all disciplines. Always a forward-thinking association, FSP has maintained relevance by not just meeting but anticipating the needs of advisors and proactively addressing them. Recognized by many as the premier source of high-caliber educational resources for financial advisors, FSP provides timely content of value, with offerings covering a wide variety of specialties at all levels of proficiency. With FSP, advisors have a unique partner that takes a holistic approach to helping them grow in both technical and practical expertise. Working with recognized authorities in their respective disciplines, FSP delivers top-tier content with practical and immediate applicability. Committed to maintaining its long-standing tradition of educational excellence, FSP is constantly moving forward to provide the latest in technical programming while also serving as a source of practical tools and training that will help advisors drive revenue and grow their practice.
Year Founded
1928
Social Media
Linkedin
Industry
Financial Services, Trade associations, International organisations, administrations and associations, Education, Training & Organisations
HQ Location
10 East Athens Avenue Suite 224 Ardmore, PA 19003, US
Keywords
Financial planningRetirement planningEstate planningSocial Security (planning)Employee benefitsQualified plansExecutive compensationWillsTrustsCharitable giving
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