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Paladin Registry Completed Background Checks for Roy Jones, Robert Kargenian, Heidi Clute

Paladin Registry conducts background checks for investors on financial advisors and financial planners. A background check allow financial professionals to provide full transparency to investors about their credentials, education, & business ethics.

 
PRLog - Nov. 18, 2010 - LINCOLN, Calif. -- Sacramento, CA, November 18, 2010. Many financial planners, investment advisors, and money managers use deceptive sales tactics to gain control of investor assets. It is up to investors to determine which advisors are telling the truth and which ones are omitting, misrepresenting, or exaggerating information. This task is tougher than it sounds because financial advisors do not have mandatory disclosure requirements. Paladin Registry makes the task easier by conducting comprehensive due diligence and background checks that validate the accuracy of information that advisors provide investors when they sell investment advice, services, and products.    

Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Roy Jones, Robert Kargenian, and Heidi Clute. Waymire observed, “These financial professionals are very rare. They don’t just talk about full transparency to investors, they practice it. Not only do they provide the information investors need to select them, they used a third party to validate the accuracy of their information”.  

Roy Jones (Sandy, UT) has worked in the financial services industry for the past 11 years. He received a BA degree from Brigham Young University and a Graduate Certificate in Financial Planning from Westminster College. He is a Certified Financial Planner™ and a member of the Financial Planning Association. Jones provides fee-only financial planning and investment advisory services to businesses, nonprofits, individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2006. See Jones’ online profile at http://www.paladinregistry.com/advisor/Roy.Jones  

Robert Kargenian (Orange, CA) has worked in the financial services industry for the past 26 years. He received a BA degree from California State University, Fullerton and he is a Chartered Market Technician. Kargenian is a member of the Market Technicians Association and provides fee-only financial planning and investment advisory services to businesses, corporate pension funds, individuals and families. He was admitted to the Registry with a five star quality rating in 2007. Learn more about Kargenian at http://www.paladinregistry.com/advisor/Robert.Kargenian  

Heidi Clute (Plattsburgh, NY) has worked in the financial services industry for the past 29 years. She received her BS degree from the State University of New York at Plattsburgh and she is a Certified Financial Planner™. Clute is a fee-only service provider who provides financial planning and investment advisory services to individuals and families. She was admitted to the Paladin Registry with a five star quality rating in 2006. See Clute’s online profile at http://www.paladinregistry.com/advisor/Heidi.Clute  

ABOUT PALADIN REGISTRY
Paladin began providing information services to investors who use the services of financial planners, financial advisors, and money managers in 2003. Since then Paladin services have expanded to include advisor background checks, quality ratings, online documentation, and a free web-based match service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit www.PaladinRegistry.com for more information.

KEY CONTACT
Jack Waymire
Jack@PaladinRegistry.com
(916) 253-3334 (CA)

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Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.

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Contact Email:
***@paladinregistry.com Email Verified
Source:Jack Waymire
Phone:916.253.3334
Zip:95648
Location:Lincoln - California - United States
Industry:Financial advisors, Personal finance
Tags:financial advisors, financial planners, investing, retirement planning, money management, investments, background checks
Shortcut:prlog.org/11073561
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