Resumes
Resumes
About Testimonials
View pageLocation:
1165 east San Antonio Dr, Long Beach, CA 90807
Industry:
Financial Services
Work:
Karen R. Codman since 1998
ABOUT TESTIMONIALS
Karen R. Codman since 1998
IMPORTANT DISCLOSURES
Karen R. Codman - Long Beach, CA since Nov 1998
Investment Advisor Representative and Insurance Agent
Cerritos College Aug 1971 - Jul 1983
Instructor
ABOUT TESTIMONIALS
Karen R. Codman since 1998
IMPORTANT DISCLOSURES
Karen R. Codman - Long Beach, CA since Nov 1998
Investment Advisor Representative and Insurance Agent
Cerritos College Aug 1971 - Jul 1983
Instructor
Education:
University of California, Los Angeles
Master of Arts (M.A.), Anthropology University of California, Santa Barbara
Bachelor of Arts (B.A.), Anthropology
Master of Arts (M.A.), Anthropology University of California, Santa Barbara
Bachelor of Arts (B.A.), Anthropology
Skills:
Series 7
Series 66
Financial Advisory
Employee Benefits
Investment Advisory
Alternative Investments
Disability Insurance
Life Insurance
Succession Planning
Qualified Retirement Plans
Retirement Planning
Separately Managed Accounts
Reit
Variable Annuities
Fixed Income
Estate Planning
Asset Allocation
Uniform Combined State Law
Series 66
Financial Advisory
Employee Benefits
Investment Advisory
Alternative Investments
Disability Insurance
Life Insurance
Succession Planning
Qualified Retirement Plans
Retirement Planning
Separately Managed Accounts
Reit
Variable Annuities
Fixed Income
Estate Planning
Asset Allocation
Uniform Combined State Law
Interests:
Boy Scouts of America
Horses
Helping People Find Financial Clarity
Folk Dancing
Hiking
Horses
Helping People Find Financial Clarity
Folk Dancing
Hiking
Languages:
English
Certifications:
Accredited Investment Fiduciary®
California Insurance License
Certified Divorce Financial Analyst®
Center For Fiduciary Studies
State of California, License 0B90642
Institute For Divorce Financial Analysts
License 0B90642
California Insurance License
Certified Divorce Financial Analyst®
Center For Fiduciary Studies
State of California, License 0B90642
Institute For Divorce Financial Analysts
License 0B90642
Ceo At Karen R. Codman
View pagePosition:
CEO at Karen R. Codman
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
Karen R. Codman
CEO
CEO