| Advisor Profile |
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Business Description |
| At SJI Financial Services, we want you to make the educated choice when it comes to your financial planning. Whether it is saving for retirement, sending your children through school, or advice with wise money management, SJI would love to help. Our experienced and knowledgeable staff has been helping Arizona residents with meeting their financial goals for over 20 years. We have offices across the state, and specialize in retirement planning for those in the educational sector. However, we have clients from all walks of life and are enthusiastic about helping you reach your financial goals. |
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General Information |
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| States Licensed in: |
AL AR AZ CA CT FL ID IL IN MT NM NY OH OR PA TX UT VA WA
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| Years of Experience in Financial Services: |
24
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| Number of Years with Current Firm: |
24
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| I work with the following types of clients: |
Businesses, Individual Investors
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Services |
| Investment Types: |
Stocks, Annuities, Insurance, Mutual Funds, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Employee Benefits Specialist(CEBS)
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| Securities Licenses: |
51, Series 63, Series 6, Series 7, Series 24, Series 65
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| Insurance and Annuity Licenses: |
Life, Health, Disability
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| Financial Organization Memberships: |
National Tax Sheltered Accounts Association
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor 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: |
$25,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
James Bishopp |
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