FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Southside Virginia
Focus Areas
Asset Allocation
Financial Planning
Insurance Planning
Retirement Planning
Risk Tolerance
Education & Certifications
CRPC, CMFC
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
Life Insurance License
Health Insurance License
Long-term Care License
Education & Certifications
Methodist University, Bachelor's in Business Administration
Focus Areas
Customized Lending
Financial Planning Guidance
Personal Banking Solutions
Licensing
FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
Life Insurance License
Health Insurance License
Long-term Care License
Education & Certifications
Methodist University, Bachelor's in Business Administration
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Bedford, VA
Chatham, VA
Danville, VA
Lynchburg, VA
Focus Areas
Asset Allocation
Insurance Planning
Retirement Planning
Risk Management
Tax Efficient Investing
Education & Certifications
Virginia Tech, Bachelors in Economics & Finance
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
