Santa Barbara, CA - April 30, 2004
Kristen Tabke, of Partnervest Financial Group LLC, successfully passed the Financial and Operations (FinOp) Principal Examination (Series 27) on Friday April 30, 2004. The FinOp exam is considered the most challenging of all securities licenses, and covers topics such as NASD and SEC rules, accounting, supervisory duties, and record keeping.
Ms. Tabke will now be able to perform Partnervest Financial Groups' financial accounting obligations, and will add to their depth in providing outsource FinOp solutions to financial institutions. The Series 27 is required of individuals responsible for the preparation and maintenance of books and records of a NASD member as required under securities industry rules and regulations. In addition, the FinOp license entitles the holder to become a Chief Financial Officer for a NASD member firm.
About Kristen Tabke
Kristen Tabke currently holds four professional licenses, including the General Securities Representative (Series 7), Investment Advisory Representative (Series 66), Financial and Operations Principal (Series 27), and California State Department of Insurance for Life and Health Insurance. Ms. Tabke began her career in Financial Services at Partnervest Financial Group LLC shortly after its formation in 2001. She is a UCSB graduate with two Bachelors of Arts degrees in Mathematics and Psychology.
About Partnervest Financial Group
Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services, technology and consulting company. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member NASD/SIPC), Partnervest Advisory Services LLC, a Registered Investment Advisor, and Partnervest Insurance Services LLC, an Insurance Agency, provide the full spectrum of financial services and products, as well as back-office operations, compliance, and business consulting services. Partnervest Technology Group provides multi tiered applications and an ASP model for account aggregation, electronic imaging, portfolio reporting, reconciliation, and integration management of financial service databases. For further information, contact Partnervest at (888) 991-9969 or at www.partnervest.com.