Bachelor of Science in Business Management, University of Maryland
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
Areas Served
Charleston
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Tax Efficient Investing
Education & Certifications
Bachelor of Science in Business Management, University of Maryland
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
Life, Health Medicare Supplement and Long – Term Care Licenses
University of Maryland University College with a degree in Criminal Justice
Licenses & Registrations
FINRA Series 6 – Investment Company and Variable Contracts Products Representative 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
Beaufort
Bluffton
Charleston
Hilton Head
Savannah
Focus Areas
Asset Allocation
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Education & Certifications
Life, Health Medicare Supplement and Long – Term Care Licenses
University of Maryland University College with a degree in Criminal Justice
Licenses & Registrations
FINRA Series 6 – Investment Company and Variable Contracts Products Representative 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