Congratulations, Julie!

Our industry requires a great degree of education, testing and licensing.  Today we are happy to announce that Julie Sanders has passed her Series 6 exam!  She has been working and studying hard over the last several months in preparation, so today is a “happy day” for her (and all of us).   

In order to pass the Series 6 exam, candidates must test on topics covering mutual funds, variable annuities, securites and tax regulations, retirement plans and insurance products.  The test is administred by FINRA (the Federal Industry Regulatory Authority) and passing candidates will register as an “Investment Company/Variable Contracts Products Limited Representative”.  We are proud of Julie and know you will be also…