SCOTTSDALE, ARIZONA – On September 5, 2018, Independent Financial Professionals (IFP) member Katelin Kalik passed the Series 7 - General Securities Representative Exam.
Kalik is a financial associate at Life Changing Financial, an IFP branch office in Scottsdale, Arizona. Formerly a software engineer, Kalik joined the financial service industry two years ago after discovering a love for helping people with finances. Aside from her work at Life Changing Financial, she provides life insurance and budgeting assistance through her own company, New Hope Financial.
With the Series 7 exam out of the way, Kalik is already preparing to take the Series 66 exam. Next, she wants to become a Certified Divorce Financial Analyst (CDFA) and eventually a CERTIFIED FINANCIAL PLANNER™.
A recent addition to IFP, Kalik’s pursuit of knowledge and credentials displays commitment to the IFP values of leadership and a strong work ethic.
Independent Financial Professionals is a national organization with a mission to attract financial services professionals and empower them through a true mentorship program of collaboration and teamwork.