Financial credentials
- Series 4, 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2007-2018
- Stock Broker, Scottrade, 1999-2007