Our Qualifications
Tim Buggy, as a Retirement Planning Specialist and the former Branch Manager of the Pittsburgh Branch of Equitable Advisors, has been assisting clients in meeting their financial goals since 1985.
Education & Licenses:
Certificate in Retirement Planning (Wharton)**
Series 6 - Investment Company and Variable Contracts Product Rep.
Series 63 - Uniform Securities Agent State Law Exam
Series 26 - Investment Company and Variable Contracts Product Principle
Series 7 - Full Registration/General Securities Representative
Series 65 - Uniform Investment Advisor
Series 24 - General Securities Principle
Series 53 - Municipal Securities Principle
Indiana University of Pennsylvania, B.S.
Professional Organizations & Affiliations
National Association of Insurance and Financial Advisors
Past-President, Indiana County Life Underwriters
Past-President, Indiana Kiwanis Club
Past-Board Member, Indiana County United Way
Past Board Member, Indiana County YMCA
Past Board Member, Indiana County Arts Council
Awards & Recognition
Centurion Award
1999 President's Trophy
2000 Chairman's Trophy
District Leadership Awards (2)
National Leader Corp
Past Branch Manager, Pittsburgh Branch Equitable Advisors
* * Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania