Active in investment management and financial planning since 2001, and associate of Fusco Financial Associates, Inc., since 2007. Securities licenses held through Raymond James Financial Services and Certifications:Series 7 General Securities RepresentativeSeries 66 The Uniform Combined State Law Examination CERTIFIED FINANCIAL PLANNER™(CFP®)Accredited Investment Fiduciary® (AIF®) Life and Health Insurance Licenses in MD & DECertified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" Section.
Listed skills include Financial Advisory, Securities, Financial Planning, Uniform Combined State Law, and 6 others.