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Regina Popelars, Junior Wealth Management Advisor and Infinex Investment Executive, Chesapeake Wealth Management, provides direct service to clients, working alongside CWM’s financial advisers and portfolio managers on account management, business development, and operations. She has been in the financial services industry for more than a decade. Previously a licensed financial specialist and licensed personal banker, she is experienced in an array of private and business banking operations. She has worked with financial advisers to assist customers in identifying appropriate investment vehicles and directly with clients in investment and retirement planning.
Ms. Popelars currently holds a Series 6 (Investment Company Products/Variable Life Contracts Representative), Series 63 (Uniform Securities Agent) registrations, and life and health insurance license.