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
Chester
Fort Mill
Rock Hill
South Charlotte
Tega Cay
York
Focus Areas
Asset Allocation
Financial Planning
Incapacity Planning
Insurance Planning
Retirement Planning
Risk Management
Risk Tolerance
Tax Efficient Investing
Education
BA in History, Canisius College
Licenses
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
