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Chartered Financial Consultant (ChFC)
The ChFC, Chartered Financial Consultant designation is a financial credential awarded by the American College to individuals who satisfy educational, work experience and ethics requirements. Recipients of the ChFC certification have completed, and passed examinations, on at least seven mandatory college-level courses in the areas of financial, insurance, retirement and/or estate planning, as well as income taxation and/or investments. Additionally, recipients have completed at least three elective courses on the financial system, estate planning applications, executive compensation, and/or retirement decisions. In order to maintain this designation, ChFC holders must satisfy the ongoing requirements of the Professional Achievement in Continuing Education ("PACE"), which includes at least 30 hours of continuing education every two years.


 
 
 
Registered Principal offering securities, insurance, and advisory services through FSC Securities Corporation, member FINRA/SIPC.  Additional insurance services offered through Octagon Wealth Management, LLC which is not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the states of AZ, CO,FL, GA, IA, IL, MN, & WI.  No offers may be made or accepted from any resident outside the specific states referenced. 

IMPORTANT CONSUMER INFORMATION - A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Terri Bloom and Molly Stoffel are not registered with FSC Securities.
 


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