Experience That inspires confidence
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Wealth Management |
Henderson, NV |
November 2008 - Present |
Merrill Lynch |
Vice President - Wealth Management Advisor |
Henderson, NV |
July 2006 - November 2008 |
Merrill Lynch |
Vice President - Wealth Management Advisor |
Beverly Hills, CA |
January 1999 - July 2006 |
Bank of America |
California |
October 1993 - January 1999 |
Accomplishments
- Certified Investment Management Analyst (CIMA®)
- Chartered Retirement Plans Specialist (CRPS)
- Chartered Retirement Planning Counselor (CRPC)
Education
- Bachelors of Science in Finance and Real Estate, California State University Northridge
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life and Health Insurance Licensed: CA (#0C65429), OH, NV, TX, OR, AZ, FL
- Series 6, Variable Contracts Representative
Registered States:
AZ, CA, CO, CT, FL, GA, ID, LA, MI, NC, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA