Licenses  Exams & Dates

David R. Zoellner, Sr. 

Securities Licenses. CRD# 2094698

Series 7               General Securities Registered Representative                                10/04/1990

Series 63             State Securities Registered Representative                                     10/04/1990

Series 65             Investment Advisor Registered Representative                               08/18/1994

Series 31             Managed Futures Representative                                                      12/23/2009


Insurance Licenses. System ID# 0026875

Health & Life Insurance License                                                                                     08/19/1996

Fixed Annuity Insurance License                                                                                    09/19/1996         

Long Term Care Insurance License                                                                                08/19/1996

Variable Annuity Insurance License                                                                                03/01 2000


Financial Education


Certified Retirement Counselor               InFre- The International Foundation of Retirement Education   12/13/2005


David R. Zoellner, Sr. has been working with individuals and businesses in the area for over twenty years. Mr. Zoellner has extensive personal and professional experience. He holds various  licenses to sell a variety of investment and insurance products. He is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program we provide is designed to help you work toward an independent financial future. We're looking forward to using our expertise to help you pursue your financial goals.