Our Qualifications
We are able to provide a variety of investment and insurance solutions. YOUR PARTNERS, have over 50+ years in combined experience in the financial industry and maintain the following registrations, licenses, and professional designations:
Thomas Pressey holds the following:
- SIE – Securities Industry Essentials Examination
- Series 7 – General Securities Representative Examination
- Series 63 – Uniform Securities State Law Examination
- Series 66 – Uniform Combined State Law Examination
- State of Michigan Insurance Licenses for Life, Accident & Health, Variable
Annuities
The following designations were earned through the College for Financial Planning in Greenwood Village, CO:
- Chartered Retirement Plans Specialist®
Donald Weyenberg holds the following:
- SIE – Securities Industry Essentials Examination
- Series 6 – Investment Company Produces/Variable Contracts Representative Examination
- Series 65- Uniform Investment Adviser Law Examination
- Series 63 – Uniform Securities State Law Examination
- State of Michigan, Wisconsin & Ohio Insurance Licenses for Life, Accident & Health, Variable Annuities
The following designations were earned through the College for Financial Planning in Greenwood Village, CO:
- Chartered Retirement Planning Counselor®
