Jacqueline Szczepanski, investment adviser representative, recently joined Lenius Insurance and Financial Services, Inc. in Sturgeon Bay. Szczepanski recently completed the Financial Industry Regulatory Authority (FINRA) Series 66 Exam to elevate her practice to the fiduciary standard.
In addition to completing the Series 66, she holds the Series 7, 6 and 63 registrations, as well as her life and health insurance license in the State of Wisconsin. She is a registered representative with Woodbury Financial, Member FINRA/SIPC.
“Due to our recent expansion, I am pleased to welcome Jacqueline Szczepanski to our team,” said David Lenius, CFP, Professional.
For more information, call 920.743.3962 or visit leniusfinancial.com.