25.9.15
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JP
Jeffrey P. Michaels
6 Credentials
3 Issuers
CFA Institute Charterholder Member
CFA Institute Charterholder Member
August 29, 2024
CFA Institute
CFA Institute Charterholder
JEFFREY PAUL MICHAELS, CFA
Charter Awarded
2024
CFA Institute Charterholder
August 23, 2024
CFA Institute
Wealth Management Certified Professional®
Wealth Management Certified Professional®
July 1, 2019
The American College of Financial Services
Chartered Life Underwriter®
Chartered Life Underwriter®
January 1, 2018
The American College of Financial Services
Retirement Income Certified Professional®
Retirement Income Certified Professional®
November 1, 2016
The American College of Financial Services
Jeffrey P. Michaels
February 10, 2015
CERTIFIED FINANCIAL PLANNER® Professional
February 10, 2015
CFP Board
