(BOG) – The Board of Directors, Management, and Staff are proud to announce
that Alexandra Leon Guerrero, Vice President/Managing Investment Advisor Representative with BG Investment Services, Inc., has earned the Accredited Wealth Management Advisor SM (AWMA®) designation and is currently the only AWMA® designee on island.
The Accredited Wealth Management Advisor SM designation is awarded to those who successfully complete a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives, subsequently passing a comprehensive examination.
Hired in 2011, Leon Guerrero joined BG Investment Services, Inc. following 5 years with Merrill Lynch (Guam) as Assistant Vice President / Financial Advisor. Prior to that, she was with ASC Trust Company for 5 years as a Special Projects Manager.
Leon Guerrero is a 2005 graduate of the University of Guam’s School of Business and Public Administration and holds the FINRA Series 66 License – Registered Investment Advisor (Guam, CNMI, and California). She holds the following Professional Designations: Chartered Retirement Planning CounselorSM (CRPC®) from the College for Financial Planning and Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies fi360.
BG Investment Services, Inc. is a subsidiary of BankGuam Holding Company.