25.10.20
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Suggested Credentials
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AM
Andrew Maxwell Safir
4 Credentials
4 Issuers
Andrew Maxwell Safir
Expiration Date: 7/31/25 Initial Certification: 12/18/17 Institute ID: 160567
Certified Private Wealth Advisor® (CPWA®)
Certified Private Wealth Advisor® (CPWA®)
December 18, 2017
CPWA® Certification
Andrew Maxwell Safir
Expiration Date: 07/31/2025 Initial Certification: 08/11/2017 Institute ID: 160567
Certified Investment Management Analyst® (CIMA®)
Certified Investment Management Analyst® (CIMA®)
August 11, 2017
CIMA® Certification
March 31, 2017
Andrew Safir
Elite
Investments & Wealth Institute Member
March 31, 2017
Membership
Andrew Maxwell Safir
October 5, 2016
CERTIFIED FINANCIAL PLANNER® Professional
October 5, 2016
CFP Board
