Experience:
More than 17 years in the financial services industry
Vice President, Financial Service Representative Manager - D.A. Davidson & Co
Municipal Liaison - Wells Fargo Advisors
Trading Rep - Bank of America Investment Services
Formal Education:
Bachelor of Science in Economics, Concentration in Finance - California Polytechnic State University San Luis Obispo
Securities Registrations & Credentials:
Series 66 Uniform Combined State Law held through LPL Financial and Financial Advocates Investment Management
Series 55 Limited Representative-Equity Trader held through LPL Financial
Series 7 General Securities Representative held through LPL Financial
Series 10 General Securities Sales Supervisor held through LPL Financial
Series 9 General Securities Sales Supervisor held through LPL Financial