QUALIFICATIONS

You benefit from the experience and innovative solutions that a team of financial professionals can provide when working for you.

The various designations and credentials held by our associates include:

CLU: Chartered Life Underwriter

CPA: Certified Public Accountant

MSFS: Master of Science in Financial Services

LUTCF: Life Underwriting Training Council Fellow

ChFC: Chartered Financial Consultant

MBA: Master of Business Administration



DeBartolo Financial Services' associates are dedicated to continuing education. In addition to the impressive credentials listed above, several of our associates are candidates for the CFP (Certified Financial Planner) designation.



Our associates are licensed to sell insurance and securities* in the following states:



Arizona, Colorado,  Florida, Illinois, Indiana, Iowa, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, West Virginia, and Wisconsin



We invite you to find out why so many individuals choose DeBartolo Financial Services and our associates to help them with their most important financial decisions.



HTK does not provide tax, legal or accounting advice or services.