In addition to 30 years of experience, I hold the following licenses:
- Life, Accidental and Health licenses
- FINRA Series: 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Investment Adviser Law Exam), 7 (General Securities Representative), 24 (General Securities Principal), and 51 (Municipal Fund Securities Principal) licenses
As a 1976 honors graduate with a B.S. from Penn State University, I have continued my education, obtaining the following degrees and designations:
*From the American College, Bryn Mawr, PA:
- Chartered Life Underwriter (CLU) - 1986
- Chartered Financial Consultant (ChFC) - 1986
- Master of Science in Management (MSM) - 1991
- Chartered Leadership Fellow (CLF) - 1999
*From the American Institute of Retirement Planners:
- Certified 401k Specialist (CFKA) - 1997
*From the Institute of Business and Finance:
- Certified Fund Specialist (CFS) - 1996
In addition to obtaining these degrees and designations, I also must comply with the continuing education requirements totalling 60 hours per year, so I can keep current in these subjects.