| Advisor Profile |
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Disclosure Link:
https://brokercheck.finra.org/" target="_blank">WiserAdvisor provides referr...
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| Disclaimer |
| Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
The Firm does not accept or take responsibility for acting on time-sensitive instructions sent by e-mail including transaction orders, fund transfer instructions, stop payments on checks, or similar instructions. If you are not the intended recipient, please notify the sender immediately. |
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About APEX Financial Solutions |
Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement.
APEX Financial Solutions offers a unique approach to investment, insurance, estate and tax planning strategies. Use this site to learn more about us and how we might be able to serve you.
A wide variety of financial calculators, articles, and educational material has been made available for your benefit. It is our hope that you will make this site your home for financial research and information. |
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General Information |
| Years of Experience in Financial Services: |
19
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| States Licensed in: |
OK
WV
TX
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| Number of Years with Current Firm: |
15
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| Insurance License#: |
112482
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Accredited Investment Fiduciary® (AIF)
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| Securities Licenses: |
Series 7, Series 24, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Disability
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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