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Erika W Schleifman, CDFA™, CFP®
(Financial Professional)
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| Firm/BusinessName: |
Erika W Schleifman Financial Services LLC |
| Address(es): |
1600 Wilson Blvd
Suite 905
Arlington VA 22209 USA
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| Phone: |
703-816-8888 |
| Fax: |
703-816-8887 |
| Email: |
ewsfinancialservices@comcast.net |
| Website: |
http:// |
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| Professional Activities |
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Member Financial Planning Association
Member Arlington Chamber of Commerce
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| Professional Licenses |
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General Securities Principal Series 24
Registered Representative Series 7
Municipal Securities Limited Principal Series 51
Investment Advisor Representative Series 65
Various State Registrations Series 63
Life & Health Insurance License-VA
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| General Comments |
| No response provided. |
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| No response provided. |
| Professional Education |
| No response provided. |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2008 |
3-Day Collaborative Training |
CDTT |
20 |
| 2008 |
Mediation Training for Collaborative Professionals |
Rubin/Richards/Morrison |
20 |
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** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
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