Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, TD Ameritrade / Charles Schwab, 2021-2022
- Financial Consultant, TD Ameritrade, 2021-2021
- Financial Consultant, TD Ameritrade, 2020-2020
- Financial Advisor, AXA Advisors, 2017-2018
Education
- Bachelors of Arts: Business Administration Concentration - Finance, California State University Fullerton