 |
Guardian Financial Representatives are passionate about people and their financial betterment. They can help you make sense of the current economic climate and are willing to work closely with your other financial advisors - lawyers, accountants, trustees - to coordinate your financial strategy and ensure its effectiveness, regardless of market conditions.
Our Financial Representatives have access to a range of products and services, enabling them to objectively fit investment and protection vehicles to your specific needs, rather than the other way around. They live in your neighborhood and are willing to meet with you one-on-one to discuss your needs. Most importantly, they will be with you through the years as your needs and desires change.
Required Credentials
Because the financial services industry is dynamic - mergers and consolidations, and changes in regulations and economic conditions are the norm - having the resiliency to change with the industry is key to success. Our Financial Representatives stay on the cutting edge of these changing environments.
That's why our ongoing educational programs are intensive and mandatory. At a minimum, all Guardian Financial Representatives must:
 | Hold a license to provide insurance and annuity products in the states in which they do business
|
| Be registered in the state(s) in which they sell
|
| Complete a mandatory number of training courses per year (exact number varies by state)
|
Financial Representatives who sell securities must:
| Have a Series 7 License, which enables them to sell stocks, bonds, mutual funds and other registered products
|
| Be registered with Park Avenue Securities LLC, Guardian's brokerage firm
|
What Types of People Become Guardian Financial Representatives?
A Guardian Financial Representative:
| Above all, is passionate about helping people meet their financial goals
|
| Empathizes with clients and their goals, taking great care to craft solutions that are appropriate
|
| Has a strong work ethic and self-confidence, and strives to be a respected leader in the community
|
| Is optimistic about the future, and enjoys the challenges of building a business based on long-term client relationships
|
| Measures success by the number of businesses built, incomes preserved, comfortable retirements achieved, and families whose lives are enriched
|
 | |
