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Issued to:
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Navigate Retirement Solutions
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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Investment advisory services, ERISA DC plans, ERISA DB plans, 457 plans, 403(b) plans.
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Date of Current Registration:
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2023.12.15
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Date of Initial Registration:
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2015.12.15
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CEFEX file:
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CFX10396
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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