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Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.
Your Matches
250 Results
Geoffrey Passehl
CAP®i
CASL®i
ChFC®i
CLU®i
RICP®i
WMCP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Mickleton, NJ
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
Northwestern Mutual Investment Services
LLC,412 Kings Highway
Mickleton NJ, 08056
Joseph Mersol
CAP®i
CASL®i
ChFC®i
ChSNC®i
CLU®i
FSCP®i
RICP®i
WMCP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Chartered Special Needs Consultant®:
Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
The Financial Services Certified Professional® :
Applies fundamental financial services knowledge and skills to help meet your financial needs with appropriate tools and products.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Youngstown, OH
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
33 Sheridan Rd, STE 1
Youngstown OH, 44514
Vincent Rossi
CAP®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Scottsdale, AZ
Life Insurance & Risk Management, Philanthropic & Estate Planning
16427 N Scottsdale Rd
Suite 350
Scottsdale AZ, 85254
Christine Masotta
CLF®i
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Norwalk, CT
50 Washington Street
Suite 600W
Norwalk CT, 06854
Brian McCarty
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Copley, OH
Retirement Income Planning
202 Montrose West Avenue
Suite 320
Copley OH, 44321
James Valenzuela
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Duarte, CA
Retirement Income Planning
PO Box 1644
Duarte CA, 91009
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Mike Weister
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
SIOUX FALLS, SD
Retirement Income Planning
1152 E 77TH ST
SIOUX FALLS SD, 57108
Waris Rahemtulla
CAP®i
ChFC®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Sewell, NJ
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
32 Stag Run
Sewell NJ, 08080
Test Account
CAP®i
ChFC®i
ChSNC®i
CLU®i
FSCP®i
RICP®i
WMCP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Chartered Special Needs Consultant®:
Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
The Financial Services Certified Professional® :
Applies fundamental financial services knowledge and skills to help meet your financial needs with appropriate tools and products.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Test, VI
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
Test
Test VI, 00801
Jennifer Lahaie
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Simpsonville, SC
Retirement Income Planning
117 Woodruff Place Circle
STE A
Simpsonville SC, 29681
Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.