Qualifications
- Entrepreneurial minded with a strong work ethic.
- Desire and Drive to help others manage and achieve financial security.
- Highest level of integrity, ethics and trustworthiness.
- Above average communication skills including great presentation ability.
- Strong relationship building skills with a focus in identifying problems and developing strategies.
- Willingness to obtain certain recognized industry professional designations as a commitment to professional development.
- Currently hold or willing to secure Series 7 and Series 66 as well as state Life and Health License.
Securities offered through Purshe Kaplan Sterling Investments, Inc. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Member FINRA/SIPC. Investment Advisor Representative, Krilogy Financial, a Registered Investment Advisor. PKS and Krilogy Financial are not affiliated.
Investments and Insurance products offered through Krilogy Financial and/or Purshe Kaplan Sterling Investments are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY