Qualifications
Qualifications
Contact UsRick Trasport, ChFC, CEP, CFS, CAS
Listed below are the credentials, registrations and licenses that I currently hold:
Chartered Financial Consultant (ChFC):
The American College (888) 263-7265 or www.theamericancollege.edu
Certified Estate Planner (CEP):
National Institute of Certified Estate Planning (765) 457-1812 or www.NICEP.org
Certified Fund Specialist (CFS):
Institute of Business and Finance (800) 848-2029 or www.icfs.com
Certified Annuity Specialist (CAS):
Institute of Business and Finance (800) 848-2029 or www.icfs.com
FINRA Securities registrations held with LPL Financial:
- Series 6: Limited Securities Representative
- Series 7: General Securities Representative
- Series 24: General Securities Principal
- Series 26: Limited Securities Principal
- Series 53: Municipal Securities Principal
- Series 63: Uniform Securities Agent State Law
- Series 65: Uniform Investment Advisor Law
FINRA - CRD #3159632
FINRA: (800) 289-9999
Insurance License 215: Life, Health & Variable Annuity – License #A267703
Florida Insurance Commissioner: (850) 413-3137