Professional Qualifications & Positions
Professional Positions & Leadership
Estate Planning Center Financial Advisory
- Vice President 1997-1999
- President 1998-Present
NEAG Financial Advisory
- Equities Co-ordinator and representative 1992-1997
United Jersey Bank
- Branch management, mutual fund sales, loan officer 1990-1992
Previous non-professional positions
- Pfizer Pharmaceuticals: New construction painting, environmental cleanup, cement factory work,
- Plastic mold injection factory
Professional honors and leadership
- Graduate of Ed Slott IRA Bootcamp 2008
- 107.9 WNCT interview on The Ben Ball Show 2006, 2008
- NEAG Freshman Agent of the Year
- Financial Services representative UJB 1993
- Graduate NOVA Class Provident Mutual 1993
- Jerry attends the annual, full day professional leadership development through the GiANT impact group
- On Board of Second Blessing Charity Golf outing
- Served 3 years on Administrative Board Glad Tidings Church Morehead City
Speaking
14 Years Pre-Retiree and Retirement focused seminars
- Advanced Estate Planning seminars 1997-2001
- Little Known Money Traps seminars 2002 – present
Co-host Radio show “Money Matters” (audience 3 million) 1994
Featured speaker “Full Gospel Businessmen’s” meetings 2006 Morehead City, NC New Bern, NC
Speaker AARP mtg Morehead City
Designations, Licenses and Education
- FINRA Investment Advisor Representative License - Series 66
- LUTCF - Life Underwriting Council Fellow
- FINRA Registered Representative Licenses Series 6,7,63
- North Carolina Resident Life, Health and Disability insurance licenses
- North Carolina Resident Variable Life and Annuity insurance licenses
- Non-Resident New Jersey, Florida and Connecticut insurance licenses
- Non-Resident New Jersey, Florida, Connecticut and Iowa Securities licenses
- American Bankers Association certified training during banking industry years
Bank Positions: Customer Service Representative, Financial Services Representative, Teller training, Branch Management training, Loan Officer training
Bachelor of Arts Norwich University 1989 (Nation’s oldest private military college)
Life Member, National Eagle Scout Association
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| Customer Appreciation Event - Slideshow |
The following is a photo slide show from our 2010 Customer Appreciation Luncheon. |
| A Personal Interview with Jerry Hanifan |
Meet Jerry Hanifan in this candid interview and find out what makes the Estate Planning Center different from other financial services companies. Click Here to listen to this personal interview now! |
| Happy New Year |
How have you done the last decade in your investments? New Year’s resolution time is a good time to look at your finances and take inventory. |
