Our Qualifications
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)
• 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
• National Association of Investment and Financial Advisors