About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Other - Certified Private Wealth Advisor (CPWA®)
Merrill Lynch/Bank of America
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