Investment Professionals, Inc. Mar 2008 - Mar 2018
Vice President, Director of National Recruiting and Financial Advisor
Platinum Wealth Solutions of Texas, Llc Mar 2008 - Mar 2018
Wealth Strategies Advisor
Ameriprise Financial Services, Inc. Nov 2006 - Apr 2008
Financial Advisor
Education:
The University of Texas at San Antonio 2002 - 2006
Bachelors, Bachelor of Business Administration, Economics, Business Economics
Skills:
Retirement Planning Investments Fixed Income Insurance Long Term Care Bonds Financial Advisory Wealth Management Series 7 Securities Capital Markets Wealth Management Services Fixed Annuities Finance Strategic Financial Planning Investment Strategies Small Business Mutual Funds 401K Etfs Retirement Iras Options Investment Advisory Asset Allocation Finra Mergers Financial Planning Mergers and Acquisitions
Interests:
Exercise Economic Empowerment Education Environment Sailing Golf Health
Certifications:
Series 24, Registered Securities Principal Series 7, General Securities Representative Series 66, Registered Representative Group 1, Texas Life, Health and Annuity Insurance License License 5275333 Finra, License 5275333 Texas Dept. of Insurance