Qualifications

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