| Advisor Profile |
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Business Description |
Our passion is help you achieve your dreams and overcome your fears through creative personalized financial strategies.
Using professional and thoughtful advice we provide education and guidance to promote your success and security. |
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General Information |
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| Years of Experience in Financial Services: |
14
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Education |
| Academic Background |
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BS - Oregon State University
MA - Oral Roberts University |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Real Estate, Alternative Investments, Annuities, Bonds, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Gary Stanislawski |
Frequently Asked Questions |
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