Our Qualifications

I currently hold the following FINRA security registrations - Series 6, 63, 7, 65, 26 and 51.

I have earned the professional designations NSSA (National Social Security Advisor) and APMA (Accredited Portfolio Management Advisor), and am currently licensed as a life and health insurance professional.

I am licensed in Arizona, California, Florida, Indiana, Kentucky, New Hampshire, New York, Ohio, Oklahoma, South Carolina, Tennessee and Virginia.