Industry Background
Active in the securities business since 1986, with past affiliations through large financial services firms
Represents a multitude of investment and insurance companies
Area of Concentration
Investment and insurance planning for individuals, retirees and small business owners
State Registrations and Licenses
- Insurance
- California
- Florida
- Illinois
- Michigan
- Minnesota
- Missouri
- Nevada
- Washington
- Wisconsin
- Securities
- Arizona
- California
- Florida
- Hawaii
- Illinois
- Michigan
- Missouri
- Nevada
- New Jersey
- Texas
- Washington
- Wisconsin
Licenses Held
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 63 – Uniform States Securities Agent
- Series 65 – Uniform Investment Advisor
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