First Union Financial Advisors
GPTKB entity
Statements (66)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:foundedIn |
1990
|
| gptkbp:has |
gptkb:Certified_Financial_Planners
Exchange-Traded Funds Investment Research Market Research Mutual Funds Retirement Accounts Bonds Stocks Alternative Investments Technology Integration Real Estate Investments Sustainability Initiatives Financial Reports Investment Policies Marketing Strategies Networking Events Online Resources Annual Reviews Crisis Management Plans Performance Tracking Strategic Partnerships Market Insights Referral Programs Client Portfolios Financial Analysis Tools Educational Seminars Employee Training Programs Client Education Programs Client Testimonials Client Portal Investment Advisors Client Feedback Mechanisms Client Onboarding Process Investment Risk Assessment Business Continuity Plans Client Retention Strategies Website Resources Fee Structure Financial Goals Assessment Client_Support_Services Compliance_Services Investment_Strategies Insurance_Services Portfolio_Management_Services Risk_Management_Services Social_Media_Presence Wealth_Management_Services Community_Involvement_Programs Diversity_and_Inclusion_Programs Financial_Workshops Branding_Initiatives Client_Communication_Channels |
| gptkbp:headquarteredIn |
gptkb:United_States
|
| https://www.w3.org/2000/01/rdf-schema#label |
First Union Financial Advisors
|
| gptkbp:is_a_member_of |
gptkb:Financial_Industry_Regulatory_Authority
|
| gptkbp:is_governed_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:offers |
Estate Planning
Retirement Planning Tax Planning |
| gptkbp:provides |
Financial_Planning_Services
Investment_Management_Services |
| gptkbp:serves |
Businesses
Individuals |
| gptkbp:uses |
Financial_Software
|