Our Credentials

Credentials:

Personal Financial Specialist (PFS) – Awarded from the American Institute of Certified Public Accountants (AICPA) to only the top financial advisors.
Reference Certificate #31754
Call 1-888-777-7077
Website: pfp.aicpa.org/Community/Find+a+CPA+PFS+Near+You.htm

Professional Licenses

  

Pennsylvania State Board of Public Accountants
Certified Public Accountant
Reference License # CA-032113-L
Call (717) 783-1404
Website www.dos.state.pa.us/dos/site/default.asp

The Financial Industry Regulatory Authority, formally know as (NASD)
Series 7 General Securities Representative Registration
Series 66 Uniform Combined State Law Exam Registration
Central Registration Depository (IARD) #4649468
Registered Investment Advisor Representative
Call (301) 590-6500
Website www.nasd.com

Insurance Department - Commonwealth of Pennsylvania
Resident Producer Individual Licensed

Reference License # 401006
Call (301) 590-6500
Website www.ins.state.pa.us/ins/site/default.asp

Professional Memberships


American Institute of Certified Public Accountants
Member Since 1994
Call (212) 596-6200
Websitewww.aicpa.org

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