Overview

I have been a licensed registered representative since 1989. I have the Series 7, 63,65, 24. I hold Health, Life, Variable Licenses. I am also awaiting the successful grade from my Accredited Investment Fiduciary exam taken on September 22nd. I handle 401k business, Municipal Pensions, and personal investment accounts for wealthy clients.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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