Avery Stine, CFP®, RICP®

Avery stine, cfp®, ricp®

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location of Avery Stine, CFP®, RICP®Greater Philadelphia
Followers of Avery Stine, CFP®, RICP®875 followers
  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNNER™ at 1847Financial

  • Education

    • Temple university

      2012 - 2015
      Bachelor of business administration (bba) business management
    • Northern lebanon senior high school

      -
      Class of 2012
  • Experience

    • The professional sales organization

      Jan 2014 - Dec 2015

      • Collaboratively develop and compose a written organizational vision, define its values, its strategies, and tactics to achieve them• Offer leadership, guidance, and direction for management team members and general members of the organization• Coach members at national sales competitions and provide them with the knowledge necessary to succeed • Create a corporate sponsorship compensation package outline • Assemble and maintain a dedicated sales team of 8-10 members to compete in national sales competitions• Offer guidance and leadership for members by role playing and offering resources such as guidebooks, documents, and videos to help succeed professionally• Create sales role plays and training resources for organization and member use• Help members gain sales, influence, and networking skills

      • Vice President

        Jan 2015 - Dec 2015
      • Senior Director of Sales

        Jan 2014 - Jan 2015
    • Axa advisors

      May 2015 - Aug 2015
      Future advisor

      AXA Advisors, LLC (NY, NY), member FINRA, SIPC is an Equal Opportunity Employer -- M/F/D/V. Financial Professionals are contracted with AXA Advisors, LLC and AXA Network, LLC.

    • Equitable advisors

      Jan 2016 - Mar 2021
      Financial advisor

      AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)

    • 1847financial

      Mar 2021 - now
      Financial advisor

      LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-7637, www.hkt.com. 1847Financial is affiliated with HTK. 7580599RG_Jan27 Show less

  • Licenses & Certifications

    • Pennsylvania life, accident, and health producer's license 1603

      Jun 2015
    • Certified financial planner™ (cfp®)

      Cfp board
      Dec 2023
    • General securities representative (series 7)

      Financial industry regulatory authority (finra)
      Aug 2015
    • Retirement income certified professional® (ricp®)

      The american college of financial services
      May 2020
    • Uniform combined state law (series 66)

      Financial industry regulatory authority (finra)
      Aug 2015
  • Honors & Awards

    • Awarded to Avery Stine, CFP®, RICP®
      Cum Laude Fox School of Business at Temple University Dec 2015
    • Awarded to Avery Stine, CFP®, RICP®
      Dean's List Fox School of Business at Temple University Dec 2015
    • Awarded to Avery Stine, CFP®, RICP®
      Dean's List Fox School of Business at Temple University May 2015
    • Awarded to Avery Stine, CFP®, RICP®
      Dean's List Fox School of Business at Temple University May 2014
    • Awarded to Avery Stine, CFP®, RICP®
      Dean's List Fox School of Business at Temple University May 2013