The Series 7 exam — the General Securities Representative Qualification Examination (GS) — assesses the competency of an entry-level registered representative to perform their job as a general securities representative.
The Series 66 exam — the NASAA Uniform Combined State Law Examination — is an exam and license that is meant to qualify individuals as investment advisor representatives.
Licensed to sell insurance products in the following states of: NJ, NY, CT, SC, VA.
Lines of Authority
1. Health, Life, and Sickness
2. Accident, Casualty, and Property
3. Variable Life and Variable Annuity
Miguel Gonzalez earned his Master of Business Administration (MBA) from Columbia Business School. Columbia Business School (CBS) is the business school of Columbia University in New York City. Established in 1916, Columbia Business School is one of six Ivy League business schools and is one of the oldest business schools in the world.
New York, NY (01/01/2023) – Miguel Gonzalez of Cortburg Retirement Advisors, a Manhattan-based Retirement Planning Firm, has been awarded the Professional Plan Consultant® (PPC®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The PPC® Designation signifies specialized training on managing compliant and successful 401(k) plans for plan sponsor clients. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the PPC® Designation.
Fi360, a Broadridge company, is a fiduciary education, training and technology company, helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) Designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Learn more at www.Fi360.com, via Twitter or on LinkedIn.
New York, NY (06/01/2020) – Miguel Gonzalez of Cortburg Retirement Advisors, a Manhattan-based Retirement Planning Firm, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.
New York, NY (06/30/2018) – Miguel Gonzalez of Cortburg Retirement Advisors, a Manhattan-based Retirement Planning Firm, has successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA), part of the American Retirement Association.
Plan advisors who earn their CPFA demonstrate the specialized knowledge required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. The Certified Plan Fiduciary Advisor (CPFA) credential – developed by some of the nation’s leading advisors and retirement plan experts – demonstrates knowledge, expertise, and commitment to working with retirement plans.
This designation is among the most recognized in the industry and focuses on building a sound fiduciary process. Certified Plan Fiduciary Advisor (CPFA). By earning the CPFA, one can “demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.”
About National Association of Plan Advisors
The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, is a professional society uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans: (1) The retirement industry is in transition and NAPA is a leader for positive change: (2) NAPA’s core purpose is to enhance retirement security in America; (3) NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants; (4) NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system; (5) NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients: (6) NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies; and (7) NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients’ interests first. More information on NAPA can be found at www.napa-net.org/about-us.
New York, NY (08/30/2013) – More than 5000 retirement professionals have earned the Certified Retirement Counselor® (CRC®) certification conferred by the International Foundation for Retirement Education (InFRE). Miguel Gonzalez of Cortburg Retirement Advisors, a Manhattan-based Retirement Planning Firm, is the most recent recipient of this certification.
Earning the CRC® typically requires 75 to 100 hours of preparation before sitting for a four-hour exam. In addition, certificants must meet specific education and experience requirements. Each certificant must also adhere to the CRC® Code of Ethics and commit to 15 hours of annual continuing education.
The CRC® program uniquely enhances a professional’s understanding of retirement planning concepts and principles, while demonstrating their commitment to the retirement planning profession. The CRC® certification is accredited by the National Commission for Certifying Agencies (NCCA). Independent third-party “program” accreditation signifies that CRC® certificants are an elite group of qualified retirement professionals among the array of retirement-related designations available today.
InFRE, is a 501(c)(3) non-profit education organization devoted to raising the retirement readiness of the American worker. Since 1997, InFRE has accomplished this mission by operating as a highly respected independent and objective educational resource for retirement planning focused professionals.