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
Areas Served
Cabarrus County
Mecklenburg County
Stanly County
Union County
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Risk Tolerance
Education & Certifications
Peace College, Appalachian State University
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
