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IAA Private Wealth Advisors
Our Qualifications
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CFP® Practitioner
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CRPC™ Professional
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Series 7 license
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Series 66 License
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2-15 Life, Health and Variable Annuity insurance license
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2-20 General lines license (Property and Casualty)
Member Organizations:
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FPA ( Financial Planning Association )
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James Wilson Bridges Medical Society
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Diaspora of Haitian Physicians Association
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Broward County Black Chamber of Commerce
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Black Professionals Network
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100 Black Men of South Florida
16 YEARS OF EXPERIENCE
This number may include years as a financial advisor, and/or experience as a registered representative.
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