Experience That inspires confidence
I have over forty years experience in the financial services industry and my focus is on providing financial solutions that will help our clients pursue their financial goals. I strive to deliver exceptional client service and a consistent, disciplined portfolio review process. My husband and I reside in North Palm Beach, Florida.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Palm Beach, FL |
- Present |
Licenses
- FINRA Series 9, Options Module
- FINRA Series 10, General Module
- FINRA Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Life, Health and Variable Annuity License
- FINRA Series 7, General Securities Representative
Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA