Continually upgrading our service to you.
Our employees continually educate themselves about their area of specialty, and strive to earn certifications that further their industry knowledge. Your Sequinox Investment Advisor Representatives have earned certifications and accreditations from numerous financial services organizations.
Below we have provided list of the groups and organizations of which we are members or with which we have professional relationships.
Certified Financial Planners
The Certified Financial Planners CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP certification marks in the U.S., have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
HS Dent Foundation
Sequinox is a member of the HS Dent Foundation, an economic research and forecasting company that works to provide financial professionals and individuals with proprietary economic tools designed to help individuals actively manage their portfolios.
J.W. Cole Financial, Inc.
Sequinox securities are offered by Registered Representatives with J.W. Cole Financial, 6928 W Linebaugh Ave # 101, Tampa, FL, 33625-5803, (813) 935-6776.
Ed Slott and Co. - IRA Experts
Ed Slott was named as "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He has created a nationally recognized professional group of advisors who receive advanced levels of training on a continuous basis.
National Association of Insurance and Financial Advisors - NAIFA
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
National Association for Fixed Annuities - NAFA
NAFA was created to provide training, education and foster better understanding of fixed annuities including declared-rate, index and payout. It is an independent, non-profit organization dedicated exclusively to the education and promotion of these unique insurance products.
Financial Industry Regulatory Authority
As a complement to its regulatory functions, FINRA's offers some of the financial industry's most valuable training and education. Sources include conferences and events, classroom learning, online classes and university programs.
Better Business Bureau
The mission of the Better Business Bureau is to promote and foster the highest ethical relationship between business and the public through voluntary self-regulation, consumer and business education, and service excellence.
Lancaster Chamber of Commerce and Industry
The Lancaster Chamber of Commerce & Industry is a non-profit service organization of business and professional people who have joined together to maintain and improve the quality and vitality of Lancaster County's business environment. Its membership represents large and small businesses from all segments of the business community.
Forest Stewardship Council
The Forest Stewardship Council's purpose is to coordinate the development of forest management standards throughout the different biogeographic regions of the U.S., to provide public information about certification and FSC, and to work with certification organizations to promote FSC certification in the U.S.FSC-US has a national presence through the work of its Board of Directors, members, staff, and regional standards coordinators.
Greenline Paper - Green Office Certification
Greenline Paper offers certification to companies that meet their requirements of environmental responsibility. There are 24 criteria concerning topics like energy, building construction, supplies, recycling and transportation, which determine your green ranking.