Principal/Supervisory Exam

Series 24 – General Securities Principal Examination

General Industry Exam

Series 7 – General Securities Representative Exam

State Securities Law Exam

Series 66 – Uniform Combined State Law Examination

Series 65 – Uniform Investment Adviser Law Examination

Series 63 – Uniform Securities Agent State Law Examination

State Registrations (Broker)

Arizona, California, Colorado, Georgia, Idaho, Illinois, Maryland, Michigan, Minnesota Texas, Washington

Investment Advisor Representative (IAR)

Michigan & Texas

Insurance License State of MI

Life

Accident and Health

Variable Annuities