Quote:
Originally Posted by Toymeister
That's odd you are usually correct 123, but this time your a bit misleading here is a cut and paste from his publicly posted bio with his licenses:
Michael J. Whitaker
FINANCIAL ADVISOR
Michael began in the financial services industry in 2008 after completing his Bachelor’s Degree at the University of Central Florida with a business degree. The decision to get in the family business was an easy one. He started mentoring with his father, Michael L. Whitaker when he was 15 years old. He began his career with a 2 - 15 insurance license, and then went on to obtain the General Securities Series 7 certification as well as the Series 66 Fiduciary license. Michael loves solving complex problems for people using teamwork and bringing fresh ideas to the table. His Villages office is supported by two administrators and 3 associates. Michael understand the importance of planning ahead for family, as he has been blessed with three children.
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I was pointing out that Michael Whitaker, the father, is presented on the website as a CLU and CHFC, but Michael Whitaker, the son, is presented only as a financial advisor, with no designations. I don't know if this has anything to do with their fiduciary duties or not.