Questar Capital Corporation Mar 2017 - Mar 2019
Financial Advisor
Clear Strategy Mar 2017 - Mar 2019
Financial Advisor
Woodbury Financial Services Feb 2015 - Mar 2017
Financial Advisor
Summit Brokerage Services, Inc. Jan 2012 - Jul 2014
Financial Advisor
Probuild Holdings Jul 1999 - Dec 2012
Outside Sales
Education:
Empire State Stock Broker Institute 2011 - 2012
Saginaw Valley State University - College of Business and Management 1996 - 2000
Cass City High School 1992 - 1996
Skills:
Wealth Management Retirement Planning Investments 401K High Net Worth Individuals 401K Rollovers 403 B Financial Advisory Financial Planners Term Life Insurance Variable Annuities Commercial Banking Strategic Financial Planning Banking Finance Wealth Commercial Lending Loans Portfolio Management Asset Management Investment Advisory Mutual Funds Securities Bonds Investment Properties Investment Strategies Asset Allocation Investment Management Financial Goals Etfs Iras Alternative Investments Separately Managed Accounts Pensions Retirement Roth Ira Fixed Income Equities Financial Services Life and Health Insurance Licenses Variable Life Life Insurance Credit Analysis Credit Whole Life Disability Insurance Uniform Combined State Law Series 66 Series 7 Fixed Annuities
Certifications:
General Securities Representative - Series 7 Uniform Combined State Law - Series 66 Financial Industry Regulatory Authority (Finra)
Nick Bliss (1992-1996), Julie Swell (1992-1996), Tyler Coleman (1999-2003), Victoria Benjamin (1995-1999), John Miller (1983-1987), Brian Graichen (1991-1995)