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EDUCATION
B.S.
in Business Administration (Econ Minor), Elon College,
1993
Masters of Business Administration, Elon College, 1995
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LICENSES
& REGISTRATIONS
Series
7, 63; Variable Contracts/General Securities (NC, FL, VA,
NY, KS)
Series 65; Investment Advisory Registration (fee- based;
NC Only)
Life & Health Insurance License (NC, SC &
FL)
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EXPERIENCE
| I
have been a
Registered Representative of FSC Securities Corporation
since May of 1995. In addition to the qualifications
listed above, I have also attended several Business and
Education Conferences (conducted By FSC Securities
Corporation and preferred business partners) and have
completed 12 annual hours of insurance Continuing
Education courses. The greater focus of my business
has been centered around small-medium sized companies, of
which I have helped several with implementing a strong
retirement benefit. I have become an
expert in dealing with corporate benefits, retirement
& estate planning for business owners/key employees.
I currently manage assets for hundreds of individual and
organizational clients at various levels. |
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