| Advisor Profile |
|
 |
| Research This Advisor |
|
|
| Request More Information |
|
|
|
|
|
|
Business Description |
To be the very best independent/objective and thorough financial advisor measured by my client's level of comfort and desire to continue to work with my firm.
I help protect my clients from the perils that can erode their financial security. I will continue to educate myself so that my clients are the recipients of cutting edge knowledge.
I empower my clients to enjoy life without fear. |
|
| |
|
|
General Information |
|
|
|
|
| Years of Experience in Financial Services: |
19
|
|
| |
|
|
|
Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities, Stocks, Other, Bonds
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 6, Series 65
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| Assets Managed by Firm: |
Yes
|
|
| |
|
|
|
|
|
| |
| |
| Prepared By: |
Robert Stachura |
Frequently Asked Questions |
|
|
|
