Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Advisor, Wells Fargo Advisors, 2023-2025
- Compliance Liaison Manager, Prime Trust, 2022-2023
- Financial Consultant, Fidelity Investments, 2020-2022
- Financial Consultant, TD Ameritrade, 2018-2020
- Financial Consultant, Scottrade, 2016-2018
Education
- Bachelors of Science, Business Administration, UNLV
Personal interests and affiliations
- Always Helping Services