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Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) (Fellow Life Management Institute (FLMI, with Distinction))
Certified Retirement Planning Counselor (Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC))
Series 7, 24, 51, 63, 65 and 4 (Series 7, 24, 51, 63, 65 and 4)
Bachelor's degree (Finance, General)
(Certified Retirement Planning Counselor)
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