Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2023-present
- Sr. Financial Consultant, TD Ameritrade, 2021-2023
- Sr. Financial Consultant, TD Ameritrade, 2013-2021
- Financial Advisor, Southwest Securities, 2009-2012
- Financial Advisor, M.L.Stern, 2005-2008
Education
Personal interests and affiliations