We’re Pleased to Announce the Following Accomplishments of Our Team
The prestigious Barron’s Business and Financial Weekly has named Kim
Ciccarelli Kantor, CFP®, CAP™, President of Ciccarelli Advisory
Services, Inc., to its “Top 100 Women Financial Advisors” for 2013. Ms.
Kantor was ranked 44th. She has previously been named to this
esteemed list in 2012, 2011, 2010 and 2007. “A thank you must go out to
my clients, my peer groups in our industry, our team of qualified staff and
advisors who all have enriched the development of our firm from its original
mission statement 30 years ago. Our firm now serves fourth generation family
members. I am privileged to accept this recognition on behalf of our team.”
Kay M. Anderson
successfully completed the
course work and testing to
acquire her Series 7
and Series 66 Registrations.
Susan M. Banta
successfully completed the
course work and testing to
obtain the designation of
Registered Paraplanner
Jason Baum, ChFC®
successfully completed the
course work and testing to
acquire his CFP® licensing.
Jason Gilbert, CFP®
successfully completed the
course work and testing to
acquire his Florida life, health
and variable annuity licenses.
Steven T. Merkel, CFP®, ChFC®
successfully completed the
course work and testing to
acquire his Florida life, health
and variable annuity licenses.