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Soltis Investment Advisors’ CEFEX Investment Advisor CertificationWayne Demeester
Introduction• Wayne Demeester brings more than two decades of financial
management experience to Definitive Advisors, LLC. As the managing director, Wayne Demeester helps clients make sound financial investments. For tax planning and other services, such as buying stock options, Definitive Advisors, LLC, refers clients to its partner, Soltis Investment Advisors.
Soltis Investment Advisors is certified as an investment advisor in Employee Retirement Income Security Act (ERISA) retirement plans and wealth management services by the Centre for Fiduciary Excellence, also known as CEFEX. The firm obtained initial registration in 2012 and is among the first group of investment advisors to successfully complete the process worldwide.
CEFEX Investment Advisor• The certification, signed by chief rating officer
David Vriesenga on behalf of the CEFEX registration committee, represents the firm’s use of best investment fiduciary practices and an exceptional level of trustworthiness. The firm puts clients’ interests first and ensures that they receive quality service at the best price possible. In addition, Soltis Investment Advisors voluntarily undergoes annual audits to maintain its certification. The audits improve its professionalism by verifying that the firm adheres to CEFEX standards of transparency and accountability.