Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Consultant (ChFC®)
- Life insurance: AR,CA,MA,OR,PA,WA
- Health/disability insurance: AR,CA,MA,OR,PA,WA
- Fixed annuities: AR,CA,MA,OR,PA,WA
- Variable annuities: AR,CA,MA,OR,PA,WA
Cambridge Investment Research, Inc.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AK, AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, MI, MN, MO, MT, NC, NV, OH, OR, PA, TN, TX, UT, VA, WA, WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Financial Reserve are not affiliated.
Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances