Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Fidelity Brokerage Services LLC, 2023-2024
- Relationship Manager/Brokerage Associate, Wells Fargo Clearing Services LLC, 2020-2023
- Relationship Manager, Citigroup Global Markets INC, 2016-2018
- Financial Advisor, J. P. Morgan Securities LLC, 2012-2016
- Private Client Banker, Chase, 2007-2012
Education
- Law, David Agmashenebeli University