Registered Representative and Investment Advisor,
MD Planning Group, LLC

Biography

• Registered Principal, Office of Supervisory Jurisdiction (OSJ) Licensed as Series 24
• Registered General Securities Broker with FINRA Licensed as Series 7
• Registered Investment Advisor with FINRA Licensed as Series 63/65
• Insurance Licensed: Accident, Sickness, Casualty, Life, Property, Variable Products
• Supervises Field Agents and Registered Representatives in multiple states
• Holds stock brokers registrations in 20 states
• Over 7 years experience in the financial and insurance industry
• Bachelors of Science – Troy State University