AWMA®
Bachelor of Science in Marketing from Bentley University
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Spartanburg County
Focus Areas
Asset Allocation
Financial Planning
Insurance Planning
Retirement Planning
Risk Management
Education & Certifications
AWMA®
Bachelor of Science in Marketing from Bentley University
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License