Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President- Wealth Management/Financial Advisor |
Raleigh, N.C. |
March 2000 - Present |
H & R Block Financial |
Registered Representative |
Raleigh, N.C. |
June 1995 - March 2000 |
Education
- 1995 Graduate of N.C. State University----Business Management with a Finance Concentration
Licenses
- Series 7, General Securities Representative
- Series 31, Managed Futures Representative
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- State of North Carolina, Life, Health and Long-Term Care Insurance Licensed
Personal & Community
- My family includes Heidi(wife), and 2 sons (Nate and Dean). Life is good.
Registered States:
AL, AZ, CA, CO, DC, FL, GA, IL, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VI, WA, WV, WY