About My Practice
Experience
Financial Consulting, Investment, and Insurance Services since 1999 - Certified Financial Planner certification since 2004.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 66
Insurance Licenses
Life insurance: OH, MI, NC, WA, Health/disability insurance: OH, MI, NC, WA, Fixed annuities: OH, MI, NC, WA, Variable annuities: OH, MI, NC, WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Investment Advisor Rep
Broker-Dealer Affiliation
First Heartland Capital, Inc.
Broker-Dealer Disclaimer
Securities offered through First Heartland Capital®, Inc. Member FINRA/SIPC. Advisory Services offered through First Heartland Consultants®, Inc. (Abel Financial Strategies is not affiliated with First Heartland Capital®, Inc.)
Considerations: Fee Based
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.