| Connie Walsh has 25 years experience in the
financial industry including 12 years on Wall Street with firms including E. F. Hutton and
Dean Witter. She was a co-founder of a boutique investment banking firm that specialized
in limited partnership financings. Connie obtained the Certified Financial Planner
designation in 1992 and started her practice as a financial planner.Licenses, Certifications, & Education:
Licensed to provide the following
securities:
- Stocks and Bonds
- Mutual Funds
- Limited Partnerships
Insurance Licenses:
- Life Insurance
- Health/Disability Insurance
- Fixed Annuities
- Variable Annuities
Other Licenses and Designations:
- Certified Financial Planner (CFP®) – 1992
- Certified Divorce Planner™ (CDP) – 1999
- Certified Divorce Specialist – 2003
Education:
- Bachelor of Business Administration, Hofstra University,
1979
- To maintain my license(s) and/or designation(s), I am
required to earn 50 continuing education credits every year
Broker/Dealer Affiliation:
FSC Securities Corporation |
