About My Practice
Today's investment climate is challenging and requires complete understanding of a wide variety of investment vehicles and options. Phoenix Financial Group, Ltd. is committed to researching the changing market and finding the most appropriate investment strategy for your individual short term and long term goals. The team at Phoenix Financial Group,Ltd. have accumulated years of valuable experience assisting hundreds of clients in achieving their financial goals. They believe in a team approach to helping their clients reach their vision of financial independence.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Insurance Licenses
Life insurance: AZ plus others, Health/disability insurance: AZ plus others, Fixed annuities: AZ plus others, Variable annuities: AZ plus others
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CEP-NICEP,RFC
Broker-Dealer Affiliation
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC and a Registered Investment Adviser.
Broker-Dealer Disclaimer
Phoenix Financial Group, Ltd. and NPC are separate and unrelated companies.
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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