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Financial Advisor   

$12MM AUM | $125 GDC in Beachwood, OH

Member Level
Basic
Last Activity
this month

Business Mix:

38% Comm
62% Fee

General

Location
Beachwood, OH, US
12 Month Gross Revenue
$125
Number of Accounts
98
Avg Client Age
50

Overview

I am a comprehensive Financial Advisor. I hold the RP and the CRPC designation. Hold series 6,7,63,65,66. Also had the Special Needs designation (was proprietary to Merrill Lynch). Have a strong Wealth Management, Private Client Services, Estate, Business and Personal Banking background.

 
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