To satisfy a wide range of clients' needs, Michael Wentland acquired and maintains with continuous education various licenses: ► Series 7 – General Securities Representative ● allows the holder to sell all types of securities ► Series 63 – Uniform State Law ● allows the holder to solicit orders for any type of security in a particular state ► Series 65 – Investment Advisor Representative license ● allows for fee based financial planning with clients. Up to the client if they prefer to work this way. ► Health & Life Insurance |
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