Lennrd K Fly

1533 Blaze Ln, Charleston, SC 29412

Financial Services

Principal Financial Group Apr 1, 2013 - Nov 2018
Investment Advisor Representative and Financial Representative and Principal Securities Representative
Principal Financial Group Jan 2015 - Oct 2017
Managing Director
Ephas Financial Llc Jan 2015 - Oct 2017
Senior Partner at Ephas Financial, Llp
Special Needs Financial Planning Feb 2014 - Feb 2015
Special Needs Planner
Windham Select Motors Dec 2008 - Apr 2013
Internet Sales Manager and Inventory Manager

Darla Moore School of Business 1999 - 2004
Bachelors, Bachelor of Arts, Business University of South Carolina 1999 - 2004
Artillery Training Center Ft Sill Oklahoma 1996 - 1996

401K
529 Plans
Annuities
Asset Allocation Analysis
Buy Sell Agreements
Management
Customer Service
Mutual Funds
Long Term Care Insurance
Sales
Team Building
Estate Planning
Term Life Insurance
Sep Ira
Simple Ira
Traditional Ira
Roth Ira
Charitable Giving
College Funding Strategies
Deferred Compensation
Executive Benefit Strategies
Financial Needs Analysis
Income Protection
Informal Business Valuation
Key Person Insurance
Pension Plans
Salary Continuation
Split Dollar Plans
Survivor Income
Universal Life Insurance
Wealth Accumulation
Whole Life Insurance
Series 6
Iras
Life Insurance
Variable Annuities
Leadership
Finance
Financial Services
Insurance
Employee Benefits
Series 7
Series 65
Retirement Planning
Securities
Investments
Series 24
Wealth Management Services

Children
Economic Empowerment
Politics
Surfing
Hiking
Golf
Health

Finra Series 7
Finra Series 65
Finra Series 63
Finra Series 6
Life Accident and Health Insurance License
License 120840
Series 24 General Securities Principal (Gp)
Long Term Care Insurance
Finra Series 51 Municipal Fund Securities Limited Principal
Financial Industry Regulatory Authority (Finra)
Kaplan Test Prep, License 120840
Lifeguard Ocean Rescue
Lifeguard Certficiation
Cpr and First Aid
Aif® Accredited Investment Fiduciary Designation
Aif???? Accredited Investment Fiduciary Designation