|
Experience and Licenses
Professional Designation:
- Certified Financial Planner Practitioner (CFP®) - 1990
- Certified Divorce Financial Analyst (CDFA™) –
2002
- Certified Senior Advisor (CSA®) – 2003
- Certified Funds Specialist (CFS) - 1998
- Registered Financial Consultant (RFC) – 2002
May offer the following securities through Lincoln Financial Securities Corp:
- Stocks and bonds
- Mutual Funds
- Limited partnerships
- Variable annuities
Insurance Licenses:
- Life insurance
- Health/disability insurance
- Long-term care insurance
- Fixed annuities
Education:
- Bachelor of Science in Accounting, Bentley College,
Boston, MA, 1971
- In addition, to maintain my licenses and designations, I
am required to earn over 60 hours of continuing education credits each year.
|
|
|
| About
us | Our Services | Divorce Planning
| Experience and Licenses | Fee Structure
| Client Login |
| Newsletters and Articles | Contact
us | Home |
Securities and advisory services offered through representatives
of Lincoln Financial Securities Corporation, Member SIPC.
Securities offered to residents of FL, IL, LA, NC, SC, SD, TX, and VA. Advisory services
to residents of NC
Branch offices: 2815 Coliseum Centre Drive, Suite 680, Charlotte, NC 28217 (704)
895-0070.
Norkum Wealth Management and Lincoln Financial Securities are not affiliated.
|
