Jim has worked in the Financial Services Industry for over 42 years, gaining extensive experience and earning weighted credentials in Financial and Investment Planning. His qualifications include: • Investment Advisor Representative
• Series 6 licensed in investment products • Series 7 licensed in stocks, bonds and mutual funds • Series 63 licensed in state specific securities • Accredited Asset Management Specialist (AAMS) Certified by the College of Financial Planning • Accredited Portfolio Management Advisor (APMA) Held by less than 1% of all Financial Advisors/Planners nationally • Securities and Insurance licensed in several states • Chartered Life Underwriter (CLU) • Chartered Financial Consultant (ChFC) Professional leadership positions in: • Financial Planners’ Association
• National Association of Investment and Financial Advisors |