Professional

PROFESSIONAL Designations/Education

Chartered Life Underwriter® (CLU®): A holistic and through approach to insurance planning. Sponsored by The American College. Completion: February 2004

Chartered Financial Consultant® (ChFC®): Comprehensive financial planning. Sponsored by The American College. Completion: May 2005

Chartered Advisor for Senior Living® (CASL®): Retirement years and/or issues dealing with aging. Sponsored by The American College. Completion: January 2006

Retirement Income Certified Professional® (RICP®): Enhanced retirement income planning knowledge. Sponsored by The American College. Completion: August 2013

Investment Advisor Public Disclosure

CRD #: 1998406

Series 6 - Investment Company Products/Variable Contracts. Completion: April 1990

Series 63 - Uniform Securities Agent State Law Exam. Completion: February 1991

Series 7 - General Securities Representative Exam. Completion: September 1995

Series 8 - General Securities Sales Supervisor Exam. Completion: September 1996

Series 65 - Uniform Investment Adviser Law Examination. Completion: May 1999

State Registrations: AZ, CA, CO, FL, GA, IL, IA, MI, MN, MT, NM, NC, ND, OH, SD, TX, VT, VA, WA, WI

NMIS, LLC (CRD #2881), Registered with this firm since April 1990.

 

 

 

 

Matt Anagnostou, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

 

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