Our Qualifications

 

 

A licensed Securities and Insurance professional, Suzonne Slaughter, has over fourteen years of experience in the Financial Services Industry.  She currently holds FINRA securities series licenses 6, 7, 24, 63 and 65.  Her professional designations include Registered Financial Consultant (RFC), and Life Underwriter Training Council Fellow (LUTCF). She is also an Investment Advisor Representative (IAR) in the state of California and a  member of the Million Dollar Round Table.

 

She was the President of the Pasadena Chapter of the National Association of Insurance and Financial Advisors (NAIFA) for 2006-2007 and currently serves as the Legislation Chair/Political Involvement Chair (PIC) for that organization . She is a Rotarian and serves on the board of several other non-profit organizations.