Janice Stevens Email & Phone Number

Charlotte, Nc, Us

Association Management Company

Charlotte, North Carolina Area

North Carolina

NAIFA members are advisors that focus first and foremost on client care. Satisfaction comes from providing guidance to families who are seeking financial wellness. A NAIFA advisor is a person who continuously strives to improve and gives back to the local community, or what we refer to as MainStreetUSA. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.

Charlotte, North Carolina, United States

NAIFA members are advisors that focus first and foremost on client care. Satisfaction comes from providing guidance to families who are seeking financial wellness. A NAIFA advisor is a person who continuously strives to improve and gives back to the local community, or what we refer to as MainStreetUSA. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.

The Society of Financial Service Professionals is a professional association with one goal in mind: Helping our members excel in the world of financial services. Our commitment is reflected in the extensive products and services we offer, including networking tools and events, a wide range of CE programs, ethical guidance and a resource-rich Web site.We also pride ourselves on being a diverse community of credentialed financial professionals. Our members include estate planning attorneys, insurance agents, financial planners, accountants, asset managers, employee benefits specialists and investment brokers, all of whom hold one or more of the eleven highly respected financial credentials that define eligibility in the Society.

Training school for financial advisors

Association Management and Convention Planning company

Business Administration

A.S., Business Administration & Accounting