| Advisor Profile |
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Business Description |
Mission statement
As an investment advisor for almost 20 years, I have had the honor to assist many people in accomplishing their dreams and goals. This is truly what gives me purpose and satisfaction in my life. The focus of the practice is to establish high quality relationships with all our clients. Our primary goal is to understand your needs, concerns, and aspirations. This knowledge allows us to provide valuable, personalized advice.
With our guidance our goals are to:
* Provide the highest quality investment products available.
* Provide investment advice clearly based only the client’s best interest and personal financial goals.
* Provide the best customer service possible. |
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General Information |
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| Name of Broker/Dealer: |
ING Financial Partners, Inc.
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| States Licensed in: |
NC, WV
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
2
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Education |
| Academic Background |
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| BS, Communications with a minor in Design - Florida State University |
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Services |
| Investment Types: |
Mortgages & Real Estate, Mutual Funds, Insurance, Stocks, Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 7
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| Insurance and Annuity Licenses: |
Long Term Care, Health, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Commissions, Hourly, Based on Assets
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| Prepared By: |
Karen Holland |
| Most Recent Update: |
10/16/2008 |
Frequently Asked Questions |
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