Wealth Management Companies


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Governmental Disclosures

AAFM Industry Recognition & Listings:

AAFM is delighted to have specific AAFM Brand and designations listed and disclosed on the Department of Education Directory, Dept. of Labor Brochures, United Nations Civil Society Directory, Brochures and Website concerning Financial Designations and Board Certifications along with several years of public disclosure to the FINRA/NASD.

FINRA/NASD Corporate Information from their website:

Under federal law, virtually every securities firm doing business with the US public is a member of NASD. Roughly 5,200 brokerage firms, over 96,000 branch offices and more than 664,000 registered securities representatives come under our jurisdiction. FINRA or NASD do not personally sanction, endorse or approve any certification or designation in the USA.

The following Primary designations are currently recognized on the US websites and Certification Authoritative Directories:

  • CWMTM — Chartered Wealth Manager
  • CAMTM — Chartered Asset Manager
  • CPMTM — Chartered Portfolio Manager
  • MFPTM — Master Financial Professional
  • FADTM — Financial Analyst Designate
  • CTEPTM — Chartered Trust and Estate Planner
  • RFSTM — Registered Financial Specialist
  • CMATM — Chartered Asset Manager
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