Our Qualifications

Many of our Associates have qualified for the following Professional Designations:

CFP^® - CERTIFIED FINANCIAL PLANNER^TM professional

ChFC - Chartered Financial Consultant

CLU - Chartered Life Underwriter

AEP - Accredited Estate Planner

CASL - Certified Advisor for Senior Living

LUTCF - Life Underwriter Training Council Fellow

RFC^® - Registered Financial Consultant

Our Associates have earned one or more of the following Secuities Licenses:

Series 3 - NFA Commodity Exam

Series 4 - Registered Options Principal

Series 6 - Investment Company/Variable Contracts Rep.

Series 7 - General Securities Representative

Series 9 - Options Sales Supervisor

Series 10 - General Securities Sales Supervisor

Series 24 - General Securities Principal

Series 26 - Limited Securities Principal

Series 53 - Municipal Securities Principal

Series 63 - NASAA Uniform State Law Exam

Series 65 - NASAA Investment Advisor

Series 66 - NASAA Uniform Combined State Law Exam