| Advisor Profile |
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| Name: |
Stephen Eisele, CFP,CLU |
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Business Description |
| Investment Management and Financial Planning. Use of Portfolio, Alternative investment vehicles, and insured investments. |
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General Information |
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| Years of Experience in Financial Services: |
30
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Services |
| Investment Types: |
Stocks Mutual Funds, Alternative Investments, Bond Mutual Funds, International Investments, Options, Real Estate, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65, Insurance License (Life & Health; Long Term Care; Specify below), Chartered Life Underwriter, Series 6, Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Stephen Eisele, CFP,CLU |
| Most Recent Update: |
02/29/2008 |
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