FINRA Series 7 - General Securities Representative Exam
FINRA Series 24 – General Securities Principal Exam
FINRA Series 66 - Uniform Combined State Law Exam
Education & Certifications
University of North Florida, Bachelors in Business Administration
CFP
CEPA
Areas Served
Georgia
Focus Areas
Asset Allocation
Business Succession Planning
Charitable Gifting
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 24 – General Securities Principal Exam
FINRA Series 66 - Uniform Combined State Law Exam
Education & Certifications
University of North Florida, Bachelors in Business Administration
CFP
CEPA
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Areas Served
Atlanta, GA
Focus Areas
Asset Allocation
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Education & Certifications
Georgia State University, BBA in Finance
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam