Our Qualifications

 

 

 

  

Carlos E. Ward, Jr., CFP®

 

Education:

 

  • Bachelor of Business Administration – Finance – Howard University, Washington, DC
  • Certified Financial Planner™ Practitioner, College of Financial Planning, Denver, CO                                                                     

Registrations, Certifications and Designations:

 

  • Certified Financial Planner™ Practitioner
  • Series  7 & 63 securities registrations
  • Life and Health Insurance Licensed
  • Financial Planner and Investment Advisor Representative Affiliated with First Allied Securities, Inc
  • Registered Representative with First Allied Securities, Inc., member FINRA/SIPC

 

My passion is to educate, encourage, and empower my clients with financial insight that will assist them in reaching their lifestyle independence. 

 

Cory Hamilton 

 

 Education:

  • Bachelor of Science-Financial Management-St. Joe's University

Registrations, Certifications, Designations:

  • Life, Health and Fixed Annuity licensed in PA and DE
  • Non-Registered Branch Office Associate 

William Garrett, Sr., MBA

Education:

  • Master of Business Administration -Regis University 
  • BS, Morgan State University

Registrations, Certifications, Designations:

  • Life and Fixed Annuity licensed in DE
  • Non-Registered Branch Office Associate

 

Arleen R. Geathers, MBA

 

Education:

 

  • Master of Business Administration – West ChesterUniversity
  • Bachelor of Science-Accounting-Millersville University
  • Bachelor of Arts – Economics – MillersvilleUniversity

                                                           

Registrations, Certifications and Designations:

 

  • Life and Fixed Annuity Licensed in PA
  • Non-Registered Branch Office Associate 

 John T. Hammond

 

 Education:

  • Bachelor of Science-Accounting/Business Administration - Cheyney University

Registrations, Certifications, Designations:

  • Life and Fixed Annuity licensed in PA and DE
  • Non-Registered Branch Office Associate