About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: PA,LA,TX,CA,CO, Health/disability insurance: PA,LA,TX,CA,CO, Fixed annuities: PA,LA,TX,CA,CO, Variable annuities: PA,LA,TX,CA,CO
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Life Underwriter (CLU)
Lincoln Investment Planning, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.