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Gary Sorensen
Financial professional with expertise in training delivery and strategic financial planning.
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Location
Johnston, Iowa, United States, US
Skills
- Training Delivery
- Series 7
- Series 24
- Securities
- Training
- Show all
Bio
Generated by
Topline AI
Gary Sorensen is a seasoned financial professional with expertise in training delivery, financial services, and strategic financial planning. He holds various certifications, including Chartered Retirement Plan Counsler and Series 7, Series 24, and Series 63, Series 66. With experience in sales, business development, and disability insurance, he has a strong background in the financial industry.
Credentials
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Series 7, Series 63, Series 66, Series 24(inactive)
Financial Industry Regulatory Authority (FINRA)Jan, 2017- Apr, 2026 -
Chartered Retirement Plan Counsler
College of Financial PlanningMay, 2013- Apr, 2026 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Iowa, Texas, Ohio, Arizona, & Virginia
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Industry Focus. “Financial Services”
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