About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: GA, Health/disability insurance: GA, Fixed annuities: GA, Variable annuities: GA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
1st Global Capital Corporation
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors, Inc.
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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