Experience:- 1999 - 2005 American Express Financial Advisors (now Ameriprise Financial Advisors)
- 2005 Objective Financial Planning established as a Registered Investment Advisor in the State of Ohio
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Education & Knowledge:- 1991 The Ohio State University (accounting/finance)
- 1999 NASD Series 7 license (aka General Securities Representative Exam) covers a broad range of investments including stocks, bonds, options, limited partnerships, open & closed-end funds - is required to become a Registered Representative of a broker-dealer
- 1999 Ohio Insurance License
- 2003 Series 66 license (aka Uniform Combined State Law Examination) Designed to qualify candidates as both securities agents and investment advisor representatives
- 2006 CERTIFIED FINANCIAL PLANNER™ certificant - probably the most well known and respected designation for financial advisors which requires the passing of individual classes covering investments, retirement planning, estate planning, income tax planning, employee benefits followed by a 10 hour, 2 day comprehensive exam
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