Principal/Supervisory Exam

Series 24 – General Securities Principal Examination

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General Industry Exam

Series 7 – General Securities Representative Exam

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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

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State Registrations (Broker)

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

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Investment Advisor Representative (IAR)

Michigan & Texas

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Insurance License State of MI

Life

Accident and Health

Variable Annuities