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42 Middle St, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-12-09 |
| CO | RA | APPROVED | 2011-11-21 |
| MA | RA | APPROVED | 2009-12-01 |
| ME | RA | APPROVED | 2009-11-16 |
| NH | RA | APPROVED | 2007-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Planning, Inc. | Portsmouth | NH | 07/1998 | Present |
INSURANCE AGENT WITH SECURE PLANNING, LLC. LOCATED AT 42 MIDDLE STREET PORTSMOUTH, NH 03801. SHE HAS BEEN A INSURANCE AGENT WITH SECURE PLANNING SINCE HER HIRE DATE 07/06/1998. INSURANCE IS PART OF THE COMPREHENSIVE FINANCIAL PLANNING SECURE PLANNING PROVIDES TO ITS CLIENTS. APPROXIMATELY 1-4 HOURS A MONTH MAY BE DEVOTED TO INSURANCE PLANNING FOR OUR CLIENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-28 |
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