FINRA Series 7 - General Securities Representative Exam
INRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Western NC
Focus Areas
Financial Planning
Retirement Planning
Risk Management
Tax Efficient Investing
Education & Certifications
Appalachian State University, MBA
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
INRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
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
Upstate SC
Western NC
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Education & Certifications
North Carolina State University
CFP®
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