Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP Financial Consultant, Charles Schwab, 2022-2023
- Senior Investment Consultant, TD Ameritrade, 2019-2022
- Financial Advisor, JRS Investments and Wealth Preservation, 2018-2019
- Financial Consultant, Scottrade, 2015-2018
- Financial Advisor, Edward Jones, 2014-2014
Education
- California State University Fullerton- BA Communications & Advertising
Personal interests and affiliations
- Eagle Scout