Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, TD Ameritrade, 2016-2021
- Financial Advisor, Valic Financial advisors, inc, 2012-2016
- Financial Advisor, PNC Investments, 2010-2012
- Financial Advisor, Primevest Financial Svcs, 2008-2010
- Financial Advisor, MetLife Securites, inc, 2005-2008
Education
- Bachelor of Science, Nova Southeastern University