Bachelor of Science, Anderson College
Certified Retirement Planning Counselor (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
Life Insurance License
Long Term Care Insurance License
Areas Served
Anderson, SC
Greenwood, SC and surrounding areas
Focus Areas
Financial Planning
Incapacity Planning
Retirement Planning
Risk Management
Tax Efficient Investing
Education & Certifications
Bachelor of Science, Anderson College
Certified Retirement Planning Counselor (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
Life Insurance License
Long Term Care Insurance License