Chip Stapleton is a FINRA Series 7 and Series 66 license holder and passed the CFA Level II exam in August 2022. He currently holds a Life, Accident and Health Insurance license from the state of Indiana.
As a financial advisor, Chip built a practice helping individuals and businesses achieve their financial goals. He has trained, developed and supported new financial advisors to build their own practices and help their clients achieve their goals. His experience includes helping with case design, product knowledge, investment analysis, investment recommendation, portfolio construction, asset management, financial statement analysis, business planning and business exit strategies.
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