Our Qualifications

If you are looking for a financial professional, you might be interested to know that:

 

  • Gregg graduated from Canisius College in 1985 with a Bachelor of Science Degree in Management.
  • Gregg earned his Chartered Life Underwriter (CLU) professional designation through the American College in 1996.
  • Gregg earned his Chartered Financial Consultant (ChFC) professional designation through the American College in 2013.
  • Gregg holds FINRA Series 6, Series 7 and Series 63 registrations.
  • Gregg is a member of our organization's Hall of Fame and has received numerous awards from AXA Advisors including the Silver Medal of Honor Award in 2011 and the Golden Life Award in 2015.
  • Gregg is a member of the Society of Financial Service Professionals. 

 

  • Lynda graduated from Canisius College in 1985 with a Bachelor of Science Degree in Computer Science and received a Masters Degree from Rochester Institute of Technology in 1992.
  • Lynda officially joined AXA Advisors as a Financial Consultant in December 2005.
  • Lynda holds FINRA Series 7 and Series 66 registrations.
  • In February 2008, Lynda was awarded the title of Retirement Planning Specialist by AXA Advisors based on receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
  • Lynda received a Certificate in Financial Planning from Boston University in August 2011.
  • In September 2011, Lynda completed her CERTIFIED FINANCIAL PLANNER (TM) certification after passing a ten-hour examination and meeting the CFP Board's requirements for education, experience, examination and ethics.

 

  • Gregg and Lynda are both members of  the Paramount Planning Group of AXA Advisors.