About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Life insurance: FL, TN, NC, MS, Health/disability insurance: FL, TN, NC, MS, Fixed annuities: FL, TN, NC, MS, Variable annuities: FL, TN, NC, MS
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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