John has been working with individuals, business owners, and medical professionals in the area for many years.
One of the benefits of working with John is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he provides is a roadmap to working toward a more confident financial future.
John holds the following professional designations, and is licensed to sell a variety of investment and insurance products.
Series 6 Investment Company/Variable Contract Products Limited Representative
Series 63 Uniform Securities Agent Law Examination
Series 65 Uniform Investment Advisor Law Examination
Series 7 General Securities Registered Representative
CLU © Chartered Life Underwriter ® designation
ChFC © Chartered Financial Consultant ® designation
Various Life & Health Insurance State Licenses. Licensed in multiple states.