• Text Size: A A A

My Qualifications

I currently hold FINRA series 7,66 & 24 registrations.

I have received my AXA Equitable qualified plan specialist certification

I have received a Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania*

 

 

 

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.