University of South Carolina B.S. Business Administration Finance/Economics
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
Columbia
Irmo
Lexington
Newberry
Focus Areas
Asset Allocation
Financial Planning
Insurance Planning
Retirement Planning
Risk Management
Tax Efficient Investing
Education & Certifications
University of South Carolina B.S. Business Administration Finance/Economics
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