All of our client-facing people are licensed and have passed their Series 7 and Series 65/66 exams. Each of these licenses has additional continuing education requirements. Many of our representatives also have financial designations such as: CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC®), Chartered Mutual Fund Counselor (CMFC®), Chartered Financial Analyst (CFA®), Accredited Investment Fiduciary (AIF®), Accredited Wealth Management Advisor (AWMA®) and Certified Financial Divorce Analyst (CDFA™).