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CFP® |
CERTIFIED FINANCIAL PLANNER™ professional
Focus on knowledge concerning a client's overall financial well-being
Visit the Certified Financial Planner Board of Standards, Inc.
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Insurance |
State Insurance Licensed
Licensed to sell life, variable life, disability, and long-term care insurance |
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Series Licenses
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Series 6, 7, 24, 63, 65, 66
Licensed to sell all forms of securities including variable insurance and real estate securities
Visit the Financial Industry Regulatory Authority
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