I have successfully completed four examinations in various financial domains, demonstrating my knowledge and commitment to my profession. These qualifications reflect my ability to navigate the complexities of the financial industry.

These exams cover a range of topics, ensuring that I am well-equipped to handle various financial challenges and provide excellent service to my clients.

My dedication to continuous education ensures that I stay updated with industry standards and regulations, allowing me to serve my clients effectively.

My experience enables me to assist clients in making informed financial decisions and achieving their goals.

With these credentials, I am confident in my ability to guide clients through their financial journeys.


    Exams I Have Passed
  • State Securities Law Exam
    • Series 63 - Uniform Securities Agent State Law Examination
    • Date Passed: Sep 22, 2008
  • General Industry/Products Exam
    • SIE - Securities Industry Essentials Examination
    • Date Passed: Oct 1, 2018
    • Series 6 - Investment Company Products/Variable Contracts Representative Examination
    • Date Passed: Jul 2, 2009
  • Principal/Supervisory Exam
    • Series 26 - Investment Company Products/Variable Contracts Principal Examination
    • Date Passed: May 7, 2021
Other Achievements