The staff is always exceptionally kind and helpful and thoroughly enjoy coming into the CFS office because of how. I highly recommend this business to all my family and friends. We also offer remote delivery tools, fully compliant business texting capabilities, leading investment and advisory solutions and valuable compliance and operations resources. 'I have only had the BEST customer service each and every time I have been helped at Challenge Financial Services. To date, enhancements have included a fully integrated technology solution for financial professionals that features a powerful client portal outfitted with home banking integration using single sign-on technology. CFS Financial Services is an equities focused organization, a veteran equities solutions company.It is a member of National Stock Exchange of India Ltd,Bombay Stock Exchange and MCX-SX (Currency), Member of commodities Exchanges MCX Limited and Depository Participant of NSDL.The company is based in DELHI. With the support of Atria, significant investments to core areas of the business will continue, allowing CFS and SPF to create an unparalleled service offering for investment programs and stay ahead of shifts in the industry. In 2017, CFS and SPF partnered with Atria Wealth Solutions (Atria), co-founded by Doug Ketterer, Eugene Elias Jr., and Kevin Beard, who shared the CFS and SPF vision of creating the industry’s best wealth management firm. At CFS, Shanell manages the day-to-day operations, including human resources and staffing, strategic planning and overall business operations. Her career began in customer service and lending, gaining over 10 years of experience in the financial services industry.
#Cfs financial services series#
After two decades of consistent growth and success, CFS and SPF sought a strategic partner to help elevate the business and value proposition while helping the companies remain at the forefront of the ever-changing regulatory and technology landscape. She has also acquired her Series 7 and 66 licenses.
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