Our Qualifications
We are financial advisors. That means we have the necessary licenses to give advice and guidance on many financial products as well as use them as solutions to help you achieve your goals.
Licenses
- Series 7 - allows advisor to sell all types of securities products except commodities and futures.
- Series 66 - qualifies individuals as investment advisor representatives. The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.
- Insurance - Health, Life, & Annuity (2-15) license allows me to sell life insurance, long term care, individual disability, group benefits and all annuity products.