Bio
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Stephen Balsam, a seasoned financial expert based in Delray Beach, Florida, brings a wealth of knowledge to the table. He holds esteemed certifications, including ChFc Chartered Financial Consultant from the American College of Financial Services and Florida 2-15 Health & Life Agent License from the State of Florida. Additionally, he has earned recognition as a Neuro-Linguistic Programming (NLP) – Beginner & Master Level Certified professional through Udemy. His professional credentials are further bolstered by Series 3, 7, 55, 63 & 65 designations from FINRA.
Credentials
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Certification Name: ChFc Chartered Financial Consultant
Certification Authority: American College of Financial Services -
Certification Name: Florida 2-15 Health & Life Agent License Certification Authority: State of Florida
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Certification Name: Neuro-Linguistic Programming (NLP) – Beginner & Master Level Certified Certification Authority: Udemy
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Certification Name: Series 3, 7, 55, 63 & 65 Certification Authority: FINRA
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Industry Focus. “Financial Services”
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