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WILLARD R. STEM JR.
Member Status: Approved
Member Through: 10/28/2010
WILLARD R. STEM has successfully passed the Ethics Check System, NEB’s annual seven-year background checks for membership-disqualifying criminal, civil, and business violations* and has agreed to maintain NEB membership standards.
EthicsCheck System™
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WILLARD R. STEM JR.
Chadds Ford, PA 19317
(610) 459-1105
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Criminal Background Check |
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Accredited Designation Check |
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Professional License Check
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State Securities Administrators
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In addition, the following regulatory agencies have been checked for NEB membership-disqualifying violations.*
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Securities and Exchange Commission (SEC) |
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State Departments of Real Estate |
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State Departments of Insurance |
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National Association of Realtors (NAR) |
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Financial Industry Regulatory Authority (FINRA)
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State Association of Realtors (SAR)
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State Securities Administrators
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State Mortgage License Regulators
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State Boards of Accountancy |
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PROFILE DETAILS
The following information has been posted by the member and is therefore NOT verified by the NEB. |
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O V E R V I E W
| Willard Stem, President of Senior Secure Inc., is a nationally recognized leader in Retirement Asset Preservation, IRA, Income & Estate Planning strategies. Willard's public educational forums have been widely attended by pre-retireees and retirees throughout Pennsylvania, Delaware, Maryland and Virginia. Since 1989, Willard has assisted hundreds of families in attaining the "peace of mind" that comes from knowing that all of their financial affairs are in order.
Willard has trained hundreds of advisors nationally on utilizing IRA, Income & Estate Planning strategies to serve the financial needs of pre-retired and retired families. |
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E D U C A T I O N
| East Stroudsburg University, Wealth Transfer Educational Systems, Senior Market Advisor Academy, Advanced IRA Planning Academy, IRA Inheritance Trust Planning |
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A S S O C I A T I O N S
| As a Registered Financial Consultant, Willard believes that the right kind of planning, recommendations and strategies can make retirement a state to be savored, instead of a fate to be feared. Willard is an approved member of the National Ethics Bureau, an independent organization of insurance and financial advisors who have maintained an exemplary record of personal & business ethics. Additionally, membership in the National Association of Insurance and Financial Advisors enhances Willard's ability to promote the ethical conduct of his practice.
HIs involvement in the Fellowship of Christian Athletes has served hundreds of middle school aged children, introducing them to the gospel of Jesus Christ. |
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R E F E R E N C E S
| National Ethics Bureau, Securities and Exchange Commission National Association of Insurance & Financial Advisors, Pennsylvania, Delaware, Maryland and Virginia Departments of Insurance, Dun & Bradstreet |
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DISCLAIMER: All of the information in the “Profile Details” section of this profile has been posted by the member and is therefore NOT verified by the National Ethics Bureau (NEB). The NEB provides no guaranteed assurance or warranty of the ethical integrity
of its members. Always make financial decisions on the basis of your own due diligence. For additional details and/or any public disclosures regarding this member, please contact the appropriate regulatory agency (see www.ethicscheck.com/regcontact). NEB
is a member organization of background-checked financial professionals and is not affiliated with any state or federal government agency. NEB is not a financial designation, nor does it sell or endorse any financial products.
*For details on NEB membership standards and disqualifying violations, please call us at (800) 282-1831 or go to our website at: www.ethicscheck.com/standards. |
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