Our Qualifications

FINRA Series 7 General Securities Representative

FINRA Series 65 Uniform Investment Advisor

FINRA Series 63 Uniform Securities Agent

FINRA Series 31 Commodity Represenative

CERTIFIED FINANCIAL PLANNER (CFP)

CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC)

CERTIFIED FINANCIAL MANAGER (CFM)

CHARTERED FINANCIAL ANALYST (CFA) Candidate