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Conheça sua equipe global de consultores financeiros especializados

 

Seus parceiros de confiança em soluções financeiras sob medida.

Com presença global, nossos consultores qualificados colaboram para elaborar a estratégia financeira ideal, apoiada por qualificações e licenças específicas do setor

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FL 02-14

Resident Life (Including Annuities & Variable Contractsh Agent License

Florida Department of Financial Services

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SERIES 07

General Securities Representative

Financial Industry Regulatory Authority (FINRA)

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ACS

Associate, Customer Service Representative

Life Office Management Association (LOMA)

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CLU

Chartered Life Underwriter

American College

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CPSR

Certified Professional Service Representative

National Foundation of CPSR

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FL 02-40

Resident Health Agent License

Florida Department of Financial Services

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SERIES 63

Uniform Securities Agent State law

Financial Industry Regulatory Authority (FINRA)

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ALMI

Associate, Life Management Institute

Life Office Management Association (LOMA)

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CLFU

Certified Life Field Underwriter

InterAmerican Institute of Insurance

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FL 04-40

Property & Casualty Representative

Florida Department of Financial Services

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SERIES 65

Uniform Investment Advisor Law

Financial Industry Regulatory Authority (FINRA)

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FLMI - Level 01

Fellowship, Life Management Institute

Life Office Management Association (LOMA)

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CIIA

Chartered International Insurance Advisor

InterAmerican Institute of Insurance

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SERIES 06

Investment & Variable Contract Representative

Financial Industry Regulatory Authority (FINRA)

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ACS

Associate, Customer Service Representative

Life Office Management Association (LOMA)

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ChFC

Chartered Financial Consultant

American College

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IHIP

International Health Insurance Professional

InterAmerican Institute of Insurance

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