FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Education
MBA in Finance & Investments, University of Memphis
Areas Served
Bryson City, NC
Cherokee, NC
Hayesville, NC
Murphy, NC
Robbinsville, NC
Focus Areas
Asset Allocation
Insurance Planning; Financial Planning
Retirement Planning
Tax Efficient Investing
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Education
MBA in Finance & Investments, University of Memphis
