Havelock and all of Carteret County, North Carolina
Focus Areas
Incapacity Planning
Insurance Planning
Retirement Planning
Risk Management
Risk Tolerance
Education & Certifications
BSBA from the University of North Carolina at Chapel Hill
(Class of 1993)
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
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Havelock and all of Carteret County, North Carolina
Focus Areas
Incapacity Planning
Insurance Planning
Retirement Planning
Risk Management
Risk Tolerance
Education & Certifications
BSBA from the University of North Carolina at Chapel Hill
(Class of 1993)
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
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
