Financial credentials
- Series 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2018-2022
- Financial Consultant, Scottrade, 2014-2018
- Financial Consultant, TD Ameritrade, 2011-2014
- Fixed Income Trader, LPL Financial, 2000-2009
- Institutional Trader, TD Waterhouse, 1998-2000
Education
Personal interests and affiliations