Marketing & Communicatins degree, Spanish minor, University of Wisconsin-Oshkosh
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Louisburg
Roanoke Rapids NC
Focus Areas
Financial Planning
Incapacity Planning
Insurance Planning
Retirement Planning
Tax Efficient Investing
Education & Certifications
Marketing & Communicatins degree, Spanish minor, University of Wisconsin-Oshkosh
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License
