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Portfolio manager passes the Series 7

A SYZ & Company Bank & Trust portfolio manager has passed the Series 7 general securities exam abroad after training with the Nassau-based Nastac Group.

The training provided Keitra Pratt with an awareness of various securities regulations and the types of investment products available.

Ms Pratt can now apply to register with the Securities Commission of the Bahamas as broker and financial advisor.

Reece Chipman, president/chairman of the Nastac Group, is shown congratulating Ms Pratt for her achievement.

Ms Pratt said: “The Series 7 has helped me to increase my knowledge about the industry, compliance with the regulators as well as being disciplined in consistant studying.”

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