Our Qualifications

Qualifications:

• Level II candidate in the CFA Program.
• Passed FINRA Series 7 exam in 2017.
• Passed FINRA Series 65 exam in 2010 for fee-based Advisory services.
• Passed FINRA Series 6 & 63 exams in 2009 for Mutual Fund and Annuities products.
• Passed the Life and Health Insurance exam in 2009 for Insurance and Annuities.
• Bachelors Degree from Athens State University in Accounting with a Marketing minor.