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Product Knowledge
Common Stocks
Preferred Stocks
Exchange Traded Funds (ETF’s)
Indexing, Mutual Funds
Unit Investment Trusts (UIT’s)
Certificates of Deposit
Collateralized Mortgage Obligations (CMO’s)
Corporate Notes & Bonds
Municipal Bonds
U.S. Government and Agency Securities
Annuities Immediate, Fixed, Indexed, and Variable
Asset Allocation and Diversification
Simple Financial Plans, Estate and Wills.
Types of Accounts
Personal Accounts: Regular and Trusts
Retirement Plans: IRA’s Traditional, Roth and Rollovers, “Indi 401(k)s”
Educational accounts: 529 Plans, Accounts for minors.
Business Accounts: Regular | Retirement Plans
“Indi 401(k)s”, 457’s, 403(b)’s, SEP IRA’s, SIMPLE IRA’s, Profit Sharing Plans
Brokers & Custodians
Charles Schwab
Interactive Brokers
Nationwide Advisory
Capital Group (American Funds)
Vanguard
Pontera Solutions (4019k) Management
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