PROFESSIONAL SPECIALTIES
Retirement Strategies
Investment Services
Life, Disability Income, and Long Term Care Insurance
Business Succession Strategies
College Funding
QUALIFICATIONS
Financial Services Professional 25 years
Registered Representative-MML Investors Services, Inc.
FINRA Series 6 Registration
FINRA Series 63 Registration
Prerequisites completed for CFP
Core Courses: Investment, Retirement Planning,
Financial Decisions at Retirement, Estate Planning,
Insurance and Financial Planning, and Income Tax Planning
Member Million Dollar Round Table 1996-1998, 2000,
2002, 2003, 2005, 2006
PERSONAL
Married (Vic)
Two children (Heather & Jesse)
Proud grandmother
Hobbies include gardening
Patricia Heberling is a registered representative of MML Investors Services, LLC member SIPC (www.sipc.org). Supervisory Office: 100 Corporate Center Dr., Suite 201, Camp Hill, PA 17011, (717) 763-7365. MML Investors Services, Inc. does not provide tax planning services.
CRN201204-132892