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
South Western Virginia
Focus Areas
Asset Allocation
Financial Planning
Insurance Planning
Retirement Planning
Risk Management
Education & Certifications
Roanoke College, BS Biology
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 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
Areas Served
Botetourt
Roanoke
Vinton
West Virginia
Focus Areas
Financial Planning
Insurance Planning
Retirement Planning
Risk Management
Tax Efficient Investing
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
