University of North Carolina at Wilmington, Bachelor of Science, Business Management/Finance
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
Areas Served
Bladen County
Brunswick County
Columbus County
Cumberland County
Moore County
New Hanover County
Pender County
Focus Areas
Asset Allocation
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Education & Certifications
University of North Carolina at Wilmington, Bachelor of Science, Business Management/Finance
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 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Areas Served
Southeastern NC
Focus Areas
Cash Flow Planning
Customized Lending
Debt Management
Personal Banking Solutions
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
Peace College AA, University of North Carolina Wilmington BS Finance
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
Long Term Care Insurance License
Areas Served
Wilmington, Burgaw
Focus Areas
Asset Allocation
Financial Planning
Insurance Planning
Retirement Planning
Risk Tolerance
Education & Certifications
Peace College AA, University of North Carolina Wilmington BS Finance
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
Long Term Care Insurance License