PYXIS ADVISORS

CONNECT

Address:

217 N Franklin Blvd
Tallahassee, FL 32301

Phone:

850-629-7220

Our Licensing and Education

Education is of the utmost importance at Pyxis Advisors. We spend copious amounts of time and energy learning new strategies to best serve our clients.

We also engage in annual continuing education to ensure our clients are receiving the type of advice and care we would expect ourselves.

Here are some of our designations and what they mean:

CFP®- CERTIFIED FINANCIAL PLANNER

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

CAP®- Chartered Advisor in Philanthropy®

The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.

AEP®- Accredited Estate Planner®

The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

CLU®- Chartered Life Underwriter®

The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market.

ChFC®- Chartered Financial Consultant®

The Chartered Financial Consultant® (ChFC®) program prepares you to meet the advanced financial planning needs of individuals, professionals and small business owners.

CASL®- Chartered Advisor for Senior Living®

The CASL® designation delivers the rigor and specialized knowledge you need to be truly effective in retirement planning.

 

For further detail, please check out the links to The CFP® Board website, The American College and The National Association of Estate Planners and Councils on our links tab.

 

We are licensed to sell insurance in the following jurisdictions: FL, OH, GA, NC, LA, VA, NY, OK, MO

We are registered to offer securities in the following jurisidictions: FL, GA, NY, OH, VA

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck