Dallas W Coffman

382 Lowell St, Wakefield, MA 01880

Financial Services

National Ski Patrol
Nsp Eastern Division Safety Tent Logistics Manager
Town of North Reading, Ma May 2014 - May 2019
Election Official
National Ski Patrol May 2014 - May 2019
Nsp Eastern Massachusetts and Rhode Island Region Treasurer
National Ski Patrol May 2014 - May 2019
Nsp Outdoor Emergency Careâ Instructor
Wakefield Place Office Condominiums Trust Feb 2016 - Mar 2018
Trustee and Secretary To the Board

The American College of Financial Services 1984 - 1985
The American College of Financial Services 1980 - 1983
Bentley University 1977 - 1979
Bachelors, Bachelor of Science, Management, Business Finance, Marketing, Finance, Business Northern Essex Community College 1975 - 1977
Associates, Business Management Newburyport High School 1971 - 1975

Retirement Planning
Financial Planning
Finra
Investments
Securities
Alternative Dispute Resolution
Alternative Investments
Annuities
Arbitration
Asset Allocation
Asset Management
Bonds
Business Planning
Cash Management
Comprehensive Wealth Management
Disability Insurance
Equities
Estate Planning
Etfs
Financial Advisory
Financial Markets
401K
401K Rollovers
Insurance
Insurance Planning
Investment Advisory
Investment Management
Investment Strategies
Ira's
Long Term Care
Mutual Funds
Options
Pensions
Personal Finance
Portfolio Management
Retirement
Retirement Income Strategies
Risk Management
Series 7
Series 24
Small Business
Stocks
Strategic Financial Planning
Tax
Wealth
Wealth Accumulation
Wealth Management
Wealth Preservation
Wealth Preservation Strategies
Wealth Transfer

Computers
Scuba Diving
Drums
Mechanical Tinkering
Health
Cooking
Skiing
Education
Dancing
Racquetball
Science and Technology
Music
Entertaining
See 8
Walking
Travel
Roller Blading
Outdoor Emergency Care
Wine
Motorcycling
Investing
See Less
Rescue Training
Tennis
Bicycling
Arts and Culture

Introduction To Incident Command System - Ics 100
Outdoor Emergency Care® (Oec) Technician
Bls For Healthcare Providers (Cpr and Aed) Program
True Wealth Consultant™
Certified Financial Planner™ Cfp® Professional
Admitted To Practice Before the Internal Revenue Service (Ea)
Finra Series 24 General Securities Representative
Chartered Financial Consultant™ Chfc®
Finra Series 7 General Securities Representative
Licensed Accident & Health Insurance Advisor
Life, Accident & Health, Fire & Casualty Insurance Broker
Chartered Life Underwriter™ Clu®
Licensed Life Insurance Advisor
Registered Investment Adviser (Ria)
Fire & Casualty, Property, Personal Lines Insurance Agent | Producer
Notary Public
Finra Series 63 Uniform Securities State Law
Finra Series 6 Investment Company and Variable Contracts Products Representative
Accident & Health Insurance Agent | Producer
Life Insurance Agent | Producer
Clinical Session: 2017 Boston Marathon Medical Symposium 1617-Ri-000536-T1
Outdoor Emergency Care® (Oec) Instructor
Tips® (Training For Intervention Procedures) on Premise 3.0
Open Water
License 053961
True Wealth Consultant™ (Link)
License 000-44548-Ea
Chartered Financial Consultant™ Chfc® (Link)
Chartered Life Underwriter™ Clu® (Link)
National Ski Patrol, License 255727
American Heart Association | American Stroke Association
Peak Advisor Alliance
Cfp Board, License 053961
U.s. Department of the Treasury, License 000-44548-Ea
Financial Industry Regulatory Authority (Finra), License 706457
The American College
Commonwealth of Massachusetts, License 1783699
Commonwealth of Massachusetts, License 38084
U.s. Securities and Exchange Commission, License Sec File 801-18890; Finra Central Registration Depository 117633
Commonwealth of Massachusetts, License 1722085
Commonwealth of Massachusetts, License My Commission Expires September 30, 2016
License 255727
License 706457
License 1783699
License 38084
License Sec File 801-18890; Finra Central Registration Depository 117633
License 1722085
License My Commission Expires September 30, 2016