| Advisor Profile |
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Business Description |
1st Premier Group is headquartered in South Florida with a branch office in Indianapolis.
• CONVERT YOUR IRA TO A ROTH IRA
• LET US SHOW YOU HOW THE PROGRAM COULD PAY MOST OF YOUR TAXES!
• CALL NOW
• 2010 IS THE ONLY YEAR WE CAN OFFER THIS PROGRAM!
• AFTER YEAR 3 YOU WILL HAVE A TAX FREE ROTH ACCOUNT
Our company specializes in Comprehensive Financial Planning and we use Life Insurance and Annuity Strategies to help secure your future and that of your family. We believe in our moto for life insurance - LIFE INSURANCE YOU CAN LIVE WITH AND LIVE FOR (Tm).
Our President Michael Louis is a qualified in Estate Planning through the American Academy of Certified Estate Planners, has been certified as an Annuity Advisor through Brokers International, is a Chartered Senior Financial Planner. He is a member of Million Dollar Round Table, National Association of Fixed Annuities, Florida Association of Insurance and Financial Advisors and the Broward County Association of Insurance and Financial Advisors. Michael has lived and worked in South Florida for 26 years and is a member of the National Ethics Association.
Nothing on this website is an offer for the sale of securities or security products. For the sale of securities please refer to my website. |
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General Information |
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| Insurance License#: |
A158919
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| States Licensed in: |
FL, CA, GA, CO
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| States Willing to do Business in: |
California, Georgia, Colorado
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| Years of Experience in Financial Services: |
18
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| Number of Years with Current Firm: |
13
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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Education |
| Academic Background |
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Chartered Senior Financial Planner
Certified Senior Advisor
American Academy of Certified Estate Planners
Certified Annuity Advisor |
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Services |
| Investment Types: |
Mutual Funds, Insurance, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Senior Financial Planner, Certified Senior Advisor (CSA)®
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| Securities Licenses: |
Series 63, Series 6
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| Insurance and Annuity Licenses: |
Variable Life, HMO, Long Term Care, Variable Annuity, Disability, Life, Annuity, Health
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| Financial Organization Memberships: |
NAFA, Million Dollar Roundtable
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| Non-Financial Organization Memberships: |
National Ethics Bureau
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Hourly
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| Prepared By: |
Michael Louis |
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