Case Pearlman Recieves CEFEX Certification for 2019

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CEFEX, the Centre for Fiduciary Excellence, LLC, has certified Case Pearlman Retirement Plan Advisors, LLC of Fort Myers, FL to the standard described in the handbook “Prudent Practices for Investment Advisors”. Case Pearlman Retirement Plan Advisors, LLC (Case Pearlman) joins the elite group of Investment Advisors to successfully complete the independent certification process. The standard...
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