About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 31, 63, 65
Life insurance: NC, Health/disability insurance: NC, Fixed annuities: NC, Variable annuities: NC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CLU(R), AIF(R)
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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