I am an Investment Adviser Representative (IAR) in the state of Maryland.
Examinations,Licenses, Certifications & Education
Securities Examinations:
Mutual Funds, Variable Annuities (Series 6) - currently inactive
General Securities Registered Representative (Series 7) - currently inactive
General Securities Principal (Series 24) - currently inactive
Investment Advisor Representative (Series 65),
Insurance Licenses:
Life, Health, Property & Casualty, Annuities
Other Licenses and Designations:
CERTIFIED FINANCIAL PLANNERTM Certification - The Certified Financial Planner™ (CFP®) and certification marks are financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.
Chartered Life Underwriter (CLU) - To receive the CLU® designation, an individual must successfully complete eight courses and exams, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Participation in the Professional Recertification Program is also required
Chartered Financial Consultant (ChFC) - To receive the ChFC® designation, an individual must successfully complete all courses and exams, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures.
Life Underwriter Training Council Fellowship (LUTC-F)
Fraternal Insurance Counselor Fellowship (FIC)