Securities America Announces 2016 Assistant of the Year
May 18 2017 - 7:00AM
Business Wire
Jennifer Telles tapped for part in doubling
Jacob Young Financial Services’ business
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services, Inc. (NYSE MKT: LTS, LTS PrA), is
proud to announce Jennifer Telles of Jacob Young Financial Services
in Watsonville, California, is the winner of its 2016 Assistant of
the Year award.
“Jennifer is a perfect example of individual growth in this
business; growth on a personal level, leadership growth, and
professional growth, which has translated to growth of my business
and assets under management,” said company founder and CERTIFIED
FINANCIAL PLANNER® professional Jacob Young. “My business has
grown since coming to Securities America in 2009, and Jennifer is a
primary reason for that growth.”
To qualify, assistants must be nominated by a Securities America
advisor, have a minimum of two years’ experience in the financial
services industry and, if securities licensed, have a clean
compliance record. This top assistant is also selected based on
specific instances of service above and beyond expectations to
clients, advisors and the firm; demonstrated leadership abilities;
and personal and professional development.
Young nominated Telles for the award based on her exceptional
attention to detail, professional growth and her ability to lead
and coordinate assignments. In addition to Telles and Young, the
firm employs two licensed advisors and three assistants.
After graduating from California State University Monterey Bay
with a bachelor’s degree in management and international
entrepreneurship in 2003, Telles joined the Jacob Young Financial
Services as a part-time assistant. Today, she serves as client
account manager, has earned Series 6 and 63 industry licenses and
completed Securities America’s Assistant University.
“Professionally, Jennifer has moved from a part-time assistant
who primarily assisted me with paperwork and client servicing, to a
knowledgeable assistant who could take any role assigned to her,”
Young said.
Securities America has a long history of providing support for
sales assistants. 2017 marks the 20th year the independent
broker-dealer has hosted its annual Assistant University, an
intensive two-day workshop for both new and experienced office
staff. This year’s event is scheduled for Oct. 5-6, in Omaha,
Nebraska. It will include training in technology, compliance,
marketing, operations, business management and practice
management.
Securities America also offers these exclusive programs to help
sales assistants grow professionally:
- A Sales Assistant Advisory Board
that provides Securities America suggestions and a sounding board
for how to best equip and serve assistants to maximize
effectiveness and efficiency.
- Assistant certification training
covering industry, product and firm-specific topics.
- Fast Track training sessions to
help assistants stay informed about changes in technology and
procedures.
- Assistant orientation with
detailed resources to get new office staff up and running.
- An annual National Conference
with educational events tailored to assistants.
About Securities AmericaSecurities America is one of the
nation’s largest independent broker-dealers with more than 2,000
independent advisors and $60 billion in client assets.
Securities offered through Securities America, Inc., member
FINRA/SIPC, Jacob Young, Registered Representative. Advisory
services offered through Securities America Advisors
Inc. Jacob Young Financial Services and Securities America are
separate entities.
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version on businesswire.com: http://www.businesswire.com/news/home/20170518005131/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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