Financial Guidance
My Credentials
Educational Background
- Bachelor's degree in Business/Commerce, General from University of Florida - Warrington College of Business.
- Bachelor of Arts in Economics from University of Miami.
Professional Credentials & Certifications
- Chartered Financial Consultant (ChFC®) - Awarded to professionals who have demonstrated a high level of knowledge in financial planning.
Licenses
- Series 66 - Uniform Combined State Law Examination
- Series 63 - Uniform Securities Agent State Law Examination
- SIE - Securities Industry Essentials Examination
- Series 7 - General Securities Representative Examination
- Series 6 - Investment Company Products/Variable Contracts Representative Examination
- Series 10 - General Securities Sales Supervisor - General Module Examination
- Series 31 - Futures Managed Funds Examination
Professional Experience
- UBS FINANCIAL SERVICES INC. (CRD#:8174)
- MORGAN STANLEY (CRD#:149777)
- RBC CAPITAL MARKETS CORPORATION (CRD#:31194)
- WACHOVIA SECURITIES, LLC (CRD# 19616)
- PAINEWEBBER INCORPORATED (CRD# 8174)
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