| Advisor Profile |
|
 |
| Research This Advisor |
|
|
| Request More Information |
|
|
|
|
|
|
Business Description |
|
|
| |
|
|
General Information |
|
|
|
|
| Years of Experience in Financial Services: |
55
|
|
| |
|
Education |
| Academic Background |
| |
| BS, Insurance, Money & Banking, Psychology, & Real Estate - University of California, Berkeley (1950) |
|
| |
|
Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Annuities, Stocks, Bonds
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| Assets Managed by Firm: |
Yes
|
|
| |
|
|
|
|
|
| |
| |
| Prepared By: |
Emerson Wiser |
Frequently Asked Questions |
|
|
|
