Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- VP - Financial Consultant, TD Ameritrade, 2022-2023
- Trading Consultant, LPL, 2021-2022
- Financial Advisor, UBS, 2017-2021
Education
- Bachelors of Science in Business Administration, Finance, University of South Carolina