Our Qualifications

Mr. Philip Board has studied and passed the FINRA Series 7 Exam, this allows him to trade stocks bonds and mutual funds. He also has passed the FINRA Series 66 which allows him to be an Investment Advisor Representative under LPL's Registered Investment Advisor.  Philip has also passed the grueling FINRA Series 24 Exam, this allows him to be a branch manager and oversee other planners, stock brokers and mutual funds traders. In addition to the above exams he has obtained the following designations from the Institute of Business and Finance located in La Jolla, California an accredited institution.

MSFS: Masters In Financial Services

BCE: Board Certified In Estate Planning

BCM: Board  Certified In Mutual Funds

BCA: Board Certified in Annuities  

CFS: Certified Funds Specialist

CAS: Certified Annuity Specialist