Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, TD Ameritrade, 2020-2022
- Client Service Specialist, TD Ameritrade, 2018-2020
- Trading Specialist, Scottrade, 2016-2018
Education
- Florida Gulf Coast University