First Citizens Bank Wealth Associates in Carnesville, GA

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Kelly D. Finger
Financial Consultant II, SVP & ASST SEC
Mobile Phone(706) 680-4330
9654 Lavonia Road
Carnesville GA 30521
Areas Served
Hart
Franklin
Stephens
Madison
PIickens and Oconee County (SC)
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Tax Efficient Investing
Financial Planning
Education & Certifications
University of Georgia- Bachelor- Consumer Economics with emphasis in Family Financial Managment, CFP since 1/23/2008
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 Life Insurance License Long Term Care Insurance License