Mr. David A. Kamlet, CFS, CMFC, RFC
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, 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. Biographical subject in Who's Who in Finance & Industry 28th Edition. Member of Manchester Who's Who of Executives and Professionals - Lifetime Member.
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