Mt. Juliet Advisors announced Laura Parker earned her Series 7 license with a passing grade on her first attempt.
This license will allow Parker to conduct stock market trades in accordance with the rules of Financial Industry Regulatory Authority.
Parker joined Mt. Juliet Advisors in January as an administrative assistant and handled many aspects of client services and office administration. As a licensed assistant, she will be able to better serve the clients of Mt Juliet. Advisors, as well as provide additional support to their portfolio management team.
A graduate of Michigan Technological University, Parker began her career in the medical industry. In 2004, she moved to Tennessee and has since had experience in teaching, business and office management, as well as customer service.
The staff at Mt. Juliet Advisors believes that knowledge is power. It is also the foundation for intelligent, well-considered decisions. According to David Rhodes, “when you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.”
With a professional team, it is committed to help people create solutions for their retirement assets and will work to develop a program that carefully balances investment strategies.
Rhodes, managing member, said he is pleased to have Parker on his team to better assist with clients needs and asset planning. The service focus continues with comprehensive financial planning, focused analysis, investment consulting, trustee assistance and plan implementation. Rhodes will celebrate 30 years in the financial services industry in 2019.
Mt. Juliet Advisors is at 547 N. Mt. Juliet Road in Mt. Juliet. For more information, call 615-953-9487 or visit mtjulietadvisors.com.