Havelock and all of Carteret County, North Carolina
Focus Areas
Retirement Planning
Risk Tolerance
Risk Management
Insurance Planning
Incapacity Planning
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