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Fiduciary Status
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Languages
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Memberships
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Experienced with
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Hobbies and Interests
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Qualifications
Certifications
Certified Financial Planner
Financial Exams
S65 - Uniform Investment Adviser Law Examination - 1997-12-19
S63 - Uniform Securities Agent State Law Examination - 1996-10-22
Education
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Approximate Fees
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Hourly charges
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Fixed fees
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Performance-based fees
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