Services Offered:
Portfolio Management, Retirement Planning, Estate Planning, Educational Planning, Insurance
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Mission Statement
None listed
Company's minimum
portfolio size:
$100K
Company's minimum
net worth:
$500K
Types of investments
handled:
Stocks, Stock Mutual Funds, Bonds, Bond Mutual Funds, Alternative Investments, Annuities, International Investments
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Age: 35
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Years of Experience: 9
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Educational Background:
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Professional licenses and other qualifications:
Series 7, Series 63, Series 65
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| Number of years at current company: 9 |
| Number of years at previous company: 0 |
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Prefers to meet:
In person or via phone and/or e-mail
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Fluent in the following foreign languages:
None listed
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Size of firm:
100 - 999 employees
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Is comfortable with the following client interactions:
» Advisor makes decision without having to consult you
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