Professionals

Series 7 (General Securities Representative), Series 65 (Uniform Combined Law Examination)

Series 65 (Uniform Investment Advisor Law Examination), Member of Pennsylvania Bar

Series 65 (Investment Advisor Law Exam) Series 63 (State Law Exam) Series 7 (General Securities Representative Exam) Series 22 (Direct Participation Program Exam) Series 31 (Managed Futures Exam)

Series 7 (General Securities Representative), Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination), Series 66 (Uniform Combined Law Examination), Insurance Licensed for Accident and Health, Life, and Variable Contracts

Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam)

Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination)

Series 63 (Uniform Securities Agent State Law Exam) Series 22 (Direct Participation Programs

Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 66 (Uniform Combined Law Examination)

Series 65 (Uniform Investment Advisor Law Examination)

Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 14 (Compliance Officer Examination), Series 24 (Registered Securities Principal), Series 53 (Registered Municipal Securities Principal), Series 63 (State Blue Sky) Uniform Securities Agent State Law Examination, Series 66 (Investment Advisory), Series 99 (Operations Professional), Life and Variable Annuity Insurance License

Investment Company Representative (Series 6), General Securities Representative (Series 7), General Securities Principal (Series 24), State Law Examination (Series 63), Licensed Real Estate Broker. Areas of Specialization: Real Estate, 1031 exchange Strategies, DST and TIC Properties research

Series 6 (Investment Company Products/ Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), RICP (Retirement Income Certified Professional, CDFA (Certified Divorce Financial Analyst), Life and Variable Annuity Insurance, Long Term Care Certified, Mortgage Loan Officer

Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), California Real Estate License

Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)

Certified Financial Planner™ (CFP®), Accredited Estate Planner® (AEP®) Chartered Life Underwriter (CLU) and Chartered Financial Consultant™ (ChFC®), Series 7 (General Securities Representative), Series 24 (General Securities Principal),Series 63 (Uniform Securities Agent), Life and Variable Annuity Insurance License, Licensed Real Estate Agent

Series 22 (Direct Participation Programs) Series 63 (Uniform Securities Act) Licensed as a Life Accident and Health Producer

Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), Certified Divorce Financial Analyst, Life and Variable Annuity Insurance

Series 6 (Investment Company Products/ Variable Contracts Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 66 (Uniform Combined State Law)

Series 5 (Interest Rate Options Exam) Series 7 (General Securities Representative Exam) Series 66 (Investment Advisors Combines State Law Exam) Series 65 (Investment Advisor Law Exam) Series 63 (State Law Exam)

CPA, Series 27 (Financial and Operations Principal), Series 99 (Operations Professional)

Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Life and Variable Annuity Insurance License, Series 52 (Registered Municipal Securities Representative), Series 53 (Registered Municipal Securities Principal), Series 24 (Registered Securities Principal)

Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)

Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Member California State Bar, Series 24 (Registered Securities Principal)