A New Era for Sorum Financial!
On May 15, 2022, my son Phillip will be coming on board with Sorum Financial! We are both extremely excited about the synergies this will produce over time and how it will greatly enhance our offerings and service to you, our clients.
Phillip has already passed his FINRA SIE and Series 7 and 66 licenses, along with his Ohio life, health and annuity license and Ohio Property & Casualty insurance license. He is also certified to sell Affordable Care Act health insurance policies.
We look forward to catching up with all of you in the coming months to give Phillip a chance to get to know all of you. Thank you in advance for your warm welcoming!