East Tennessee State University B.B.A. in Marketing
CEPA-Certified Exit Planning Advisor
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Atlanta, GA
Focus Areas
Business Succession Planning
Charitable Giving
Estate Planning
Retirement Planning
Tax Planning
Education & Certifications
East Tennessee State University B.B.A. in Marketing
CEPA-Certified Exit Planning Advisor
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
Life Insurance License
Long Term Care Insurance License
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
California
Florida
Georgia
Milwaukee, WI
Washington
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