University of North Carolina at Chapel Hill - BA Economics, Queens University of Charlotte - Certified Financial Planner Program, Certified Financial Planner designation (registered trademark)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
Areas Served
Metro Charlotte North Carolina
Upstate SC
Focus Areas
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
Education & Certifications
University of North Carolina at Chapel Hill - BA Economics, Queens University of Charlotte - Certified Financial Planner Program, Certified Financial Planner designation (registered trademark)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
Boston University- Masters Degree Banking and Financial Services Management Appalachian State University- Bachelors Degree- International Business/GermanChartered Retirement Planning Counselor (CRPC)"
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 6 – Investment Company and Variable Contracts
Areas Served
Metro Charlotte, NC
Upstate SC
Focus Areas
Cash Flow Planning
Customized Lending
Debt Management
Personal Banking Solutions
Education & Certifications
Boston University- Masters Degree Banking and Financial Services Management Appalachian State University- Bachelors Degree- International Business/GermanChartered Retirement Planning Counselor (CRPC)"
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 6 – Investment Company and Variable Contracts
B.S. in Business Management from Appalachian State University
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 24 – General Securities Principal Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Areas Served
Charlotte
Concord
Huntersville and Cornelius
Focus Areas
Asset Allocation
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Education & Certifications
B.S. in Business Management from Appalachian State University
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 24 – General Securities Principal Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Charlotte
Cornelius
Huntersville
Northlake
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
BS Business Administration, University of North Carolina at Greensboro
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
Areas Served
All of US
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Risk Tolerance
Education & Certifications
BS Business Administration, University of North Carolina at Greensboro
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
Bachelor's Degree, Saint Joseph's University
Master's of Business Administration, Clarkson University
Licenses & Registrations
Chartered Retirement Planning Counselor (CRPC)
FINRA Series 66 - Uniform Combined State Law Exam
FINRA Series 7 - General Securities Representative Exam
Life Insurance License
Certified Financial Planner
Areas Served
All of US
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Tolerance
Tax Efficient Investing
Education & Certifications
Bachelor's Degree, Saint Joseph's University
Master's of Business Administration, Clarkson University
Licenses & Registrations
Chartered Retirement Planning Counselor (CRPC)
FINRA Series 66 - Uniform Combined State Law Exam
FINRA Series 7 - General Securities Representative Exam
Life Insurance License
Certified Financial Planner