About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: AZ, FL, IN, MN, WI, Health/disability insurance: AZ, FL, IN, MN, WI, Fixed annuities: AZ, FL, IN, MN, WI, Variable annuities: AZ, FL, IN, MN, WI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Retirement Counselor® (CRC®)
- Other - CLU
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.