Our Qualifications
Gary Haibach holds the following licenses:
- Series 7
- Series 63
- Life, Health and Annuities- licensed in several states.
- He is an Investment Advisor Representative under Cetera Advisor Networks LLC, registered to sell securities in 19 states.
Industry Designations include:
Chartered Life Underwriter (CLU) and Chartered Financial Consultant. (ChFC).
Gary has been in the financial services industry for 35 years.
Industry Awards include:
National Quality Award --28 years-- from the National Association of Life Underwriters.
National Sales Achievement Award --26 years.
The Milllion Dollar Round Table--12 years
National Leadership Conference qualifier for 30 years, of which 9 were as a member of the elite Honor Guard.
Industry Memberships include:
National and local member of the Society of Financial Services Professionals--Gary is a past president of the Erie local.
National and local member of the Natinal Association of Insurance and Financial Advisors- Gary is past president of the Erie local.
Estate Council of Erie
Nantional Tax Sheltered Accounts Association
Kurt Haibach holds the following licenses:
- Series 6
- Series 65
- He is an Investment Advisor Representative under Cetera Advisor Networks LLC.
- Life, Health and Annuities
Industry designations include:
Life Underwriter Training Council Fellow (LUTCF)- Kurt has been in the financial services industry for 19 years.
Industry Memberships:
National Association of Insurance and Financial Advisors- Kurt is past president of the Erie local.
National Tax Sheltered Accounts Association