Market Overview

Joel Marius, RFC®, Investment Executive & Wealth Advisor in Plano, TX, Awarded Ethics Approved Status

Share:

PLANO, Texas, May 16, 2020 /PRNewswire-PRWeb/ -- The International Association of Registered Financial Consultants (IARFC®) has recently awarded Joel Marius of Financial Colors Wealth Management in Plano, TX the "Ethics Approved Seal" for their adherence to the IARFC Code of Ethics.

This historical verification includes background checks from the Financial Industry Regulatory Authority (FINRA), state licensing records and internet recognition searches. A clean record for the past 5 years satisfies the IARFC requirements for being "Ethics Approved."

The IARFC Code of Ethics is the foundation of a relationship between a consumer and their financial consultant. It is founded on these 5 principles:

  • I will at all time put my client's interest above my own
  • I will maintain proficiency in my work through continuing education
  • When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required
  • I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services
  • I will give my client the same service I would give to myself in the same circumstances

Joel Marius has been serving clients in the North Dallas, TX area for over 8 years specializing in the areas of Financial and Insurance Planning. His mission is to help people and businesses build wealth, maintain, and preserve their wealth.

"This is an effort towards increased transparency," explained Chairman H. Stephen Bailey. "The public is more educated than ever and needs assurance of the background of their financial professional and their adherence to a Code of Ethics. We are proud of our members who maintain this high level of integrity year after year."

The IARFC®, founded in 1984, is a non-profit credentialing organization formed to foster public confidence in the financial planning profession. Their professional designations and credential, Registered Financial Associate (RFA®), Registered Financial Consultant (RFC®), and the Master Registered Financial Consultant (MRFC®) are awarded to those consultants who can meet the high standards of education, experience, and integrity that are required of all its members. More info on the Association can be found at http://www.iarfc.org.

Financial Colors Wealth Management
5700 Granite Pkwy Ste 200, Plano, TX 75024
Ph# (469) 502-3553    
Email: Info@FinancialColorsWM.com
Web: http://www.FinancialColorsWM.com

 

SOURCE Financial Colors Wealth Management

View Comments and Join the Discussion!
 
Don't Miss Any Updates!
News Directly in Your Inbox
Subscribe to:
Benzinga Premarket Activity
Get pre-market outlook, mid-day update and after-market roundup emails in your inbox.
Market in 5 Minutes
Everything you need to know about the market - quick & easy.
Fintech Focus
A daily collection of all things fintech, interesting developments and market updates.
Thank You

Thank you for subscribing! If you have any questions feel free to call us at 1-877-440-ZING or email us at vipaccounts@benzinga.com