University of North Carolina at Greensboro, Bachelors in Finance
CMFC
CRPC
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
Winston Salem
Focus Areas
Asset allocation
Insurance Planning
Retirement planning
Risk Management
Tax Efficient Investing
Education & Certifications
University of North Carolina at Greensboro, Bachelors in Finance
CMFC
CRPC
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