Specialties: Licenses include Series 7, Series 63, Series 66, member of IMCA, Certified Investment Manager Analyst (r). Well versed in asset allocation, modern portfolio theory, and alternative investments. High energy personality, likes to meet/ exceed sales goals.

Specialties: Licenses include Series 7, Series 63, Series 66, member of IMCA, Certified Investment Manager Analyst (r). Well versed in asset allocation, modern portfolio theory, and alternative investments. High energy personality, likes to meet/ exceed sales goals.less