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Personal Financial Representative
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- From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
- FINRA Series 6 or 7 and 63 licenses preferred
- Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
- Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
- Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required.
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