Western Carolina University, Marketing BS, BA
Accredited Wealth Management Advisor (AWMA)
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
Hayesville
Robbinsville & Bryson City
Western NC- Murphy
Focus Areas
Education Planning
Financial Planning
Insurance Planning
Retirement Planning
Tax Efficient Investing
Education & Certifications
Western Carolina University, Marketing BS, BA
Accredited Wealth Management Advisor (AWMA)
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