Qualifications of Duffy G. Elliott

Duffy G. Elliott, CPA, CFP®


 

Duffy has over twenty-five years of financial experience including financial planning, investments, retirement plans, corporate controllerships, mergers and acquisitions and public accounting. He entered the financial planning and investment world to pursue his passion of helping folks achieve and maintain financial security.


 

Professional Qualifications and Registrations
 


  • Series 7 General Securities Representative
     
  • Series 66 Registered Investment Advisor Representative
     
  • Series 24 Registered Principal
     
  • Life and Health Insurance Licensed
     
  • Variable Life Insurance Licensed
  • Certified Public Accountant (CPA)
     
  • CERTIFIED FINANCIAL PLANNER™