Bachelor's of Science in International Business, Business
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
Areas Served
Greenville, SC
SC Upstate Area
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Tax Efficient Investing
Education & Certifications
Bachelor's of Science in International Business, Business
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
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Education & Certifications
BA in International Business, Salem College, 2001
Areas Served
Upstate and Foothills
West SC
Focus Areas
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
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
Upstate of South Carolina (including Greenville Metro)
Focus Areas
Asset Allocation
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
Education & Certifications
University of Virginia - Bachelors in Financial Economics, University of South Carolina - Masters in Business Administration, Certified Financial Planner (registered trademark), Certified Exit Planning Advisor (registered trademark)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
Areas Served
Anderson County
Clemson Metro
Greenwood County
Upstate of South Carolina (including Greenville Metro)
Focus Areas
Asset Allocation
Business Succession Planning
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
Education & Certifications
University of Virginia - Bachelors in Financial Economics, University of South Carolina - Masters in Business Administration, Certified Financial Planner (registered trademark), Certified Exit Planning Advisor (registered trademark)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State 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
Anderson
Greenville
Spartanburg
Upstate of South Carolina
Focus Areas
Cash Flow Planning
Customized Lending
Debt Management
Personal Banking Solutions
Education & Certifications
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam