About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: AZ, Health/disability insurance: AZ, Property/casualty: AZ, Fixed annuities: AZ, Variable annuities: AZ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Cambridge Investment Research, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Tetrant Advisory LLC, a Registered Investment Advisor. Tetrant Advisory LLC and Cambridge Investment Research, Inc. are not affiliated.
Considerations: Tetrant has a one-time retainer of $300 (1/2 upon engagement and 1/2 upon delivery).
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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