|
| |
|
|
|
Berlin Passes Industry Exams |
|
|
Maria Berlin, Investment Assistant at Stephenson Financial
Services, has recently passed the NASD Securities Licensing
Exam for the Series 6 and 63. She holds these licenses with
Linsco/Private Ledger. |
 |
|
|
|
|
Berlin joined the bank in June 2006, as the administration
assistant to Mike Sbonik in the Stephenson Financial
Services division of the bank. She is responsible for the
day-to-day servicing of investment clients, specifically
handling new account processing, client inquiries,
compliance reporting, and monitoring asset transfers. |
|
|
|
|
By passing
these challenging national courses,
Berlin will now work more directly
with the investment clients. “This
new education and licensing will
allow Maria to give our customers a
higher level of support,” said Greg
Salmen, Senior VP & Trust Officer of
SNB&T. “Maria is quickly taking on
more responsibilities in our
department, which gives us more
depth and allows us to be even more
responsive to customer needs.” |
|
|
|
Maria and her
husband are long-time residents of
the area and enjoy spending leisure
time camping and with their dogs. |
|
|
|
The Stephenson
National Bank & Trust is a 132-year
old independent community bank with
assets of $240 million and Trust
assets exceeding $190 million.
Offices are located in Marinette and
Oconto, WI and Menominee, MI. For
more about The Stephenson National
Bank & Trust visit
www.snbt.com. |
|
|
|
|
|
Brokerage services, securities and
insurance products offered through
Linsco/Private Ledger. Member
FINRA/SIPC.
Not FDIC insured; No bank guarantee;
May lose value; Not a bank deposit;
Not insured by any Federal
Government Agency. Linsco/Private
Ledger is not affiliated with
Stephenson National Bank & Trust. |
|
|
|
|
|
|
| |
|
|
