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Mr. David A. Kamlet, CFS, CMFC, RFC, RFP

Mr. David A. Kamlet, CFS, CMFC, RFC, RFP

President & Chief Executive Officer

Series 7, Series 63, Series 65. Securities Licensed in the States of California, Colorado, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Washington State, Washington, D.C. Life, Health, Accident and Variable Annuity insurance licenses. Member of the Institute of Business & Finance, The Financial Planning Association, International Association of Registered Financial Consultants; 25 year Member of the National Association of Tax Professionals. Member, International Executive Guild, International Association of Registered Financial Consultants. Registered Financial Planners Institute. Biographical subject in Who's Who in Finance & Industry 28th Edition. Member of Manchester Who's Who of Executives and Professionals - Lifetime Member.

The Registered Financial Planners Institute
Registered Financial Planner

The College for Financial Planning, Denver, Colorado
Chartered Mutual Fund Counselor

The Institute of Registered Financial Consultants
Registered Financial Consultant

The Institute of Certified Fund Specialists, La Jolla, California
Certified Fund Specialist

Hofstra University, Hempstead, New York
B.B.A. in Banking & Finance - Member of the Dean's List