Cetera Financial Group Jan 2013 - Aug 2015
Senior Internal Wholesaler
Merrill Lynch Jan 2013 - Aug 2015
Assistant Vice President
National Planning Corporation (Npc) Jan 2009 - Dec 2012
Home Office Principal
Morgan Stanley Dec 2007 - Oct 2009
Registered Client Associate
Education:
California State University - Sacramento
Bachelors, Media Studies, Communication, Public Relations, Communications
Skills:
Financial Services Mutual Funds Investments Wealth Management Strategic Financial Planning Retirement Planning Insurance Asset Allocation Bonds Fixed Income Equities Management Mortgage Lending Loan Servicing Loan Origination Real Estate Series 7 Series 63 Alternative Investments Uniform Combined State Law Finance Financial Planning Finra Analysis Series 24 Financial Advisory Retirement Securities Trading Hedge Funds Fixed Annuities Finra Series 7 Finra Series 63 Finra Series 24 Finra Series 66 Finra Series 53 Finra Series 4
Interests:
Economic Empowerment
Certifications:
Series 7 - General Securities Representative Series 4 - Registered Options Principal Series 63 - Uniform Securities Agent State Law Series 66 - Uniform Combined State Law Series 53 - Municipal Securities Principal Series 24 - General Securities Principal