Overview

I have been in the wholesale part of the industry for the past 7 years. I am looking to get into the retail side of the business and be sponsored to obtain my Series 7 license.

I currently have my series 6 and 63 as well as my Life license so I can begin producing today but will need my 7 and 65 as well. I have experience in reviewing full client portfolios to help determine strengths and weaknesses in their planning and have a passion for retirement consultation.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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Clearing Firm / Custodian

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