Deep Enrich
Daniel J. Stefanski, EA
939 followers
Longmont, Colorado, United States
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About me
Financial Advisor at Cornerstone Capital Planning Group
Education
Don Bosco Preparatory High School
-High School Diploma
Saint Joseph's University
-Bachelor's degree Finance, General
Experience
Cornerstone Capital Planning Group
Apr 2020 - May 2024Financial Advisor
Oct 2021 - May 2024Associate
Apr 2020 - Oct 2021
Licenses & Certifications
Enrolled Agent (EA)
Internal Revenue ServiceApr 2024
Series 65
FINRAOct 2021
Accident and Health, Life and Fixed Annuities
Commonwealth of PennsylvaniaOct 2020Securities Industry Essentials (SIE)
FINRAMar 2022
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