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Los Angeles
Seattle
Atlanta
Chicago
Boston
Miami
Houston
Philadelphia
Washington
Tampa
Orlando
Service Name |
Duration |
Rate |
Description |
|---|---|---|---|
Annuities |
|||
Asset Management |
|||
Business Retirement Plans |
|||
Certificates of Deposit |
|||
Common and Preferred Stocks |
|||
Education Funding Programs |
|||
Estate Evaluations |
|||
Estate Planning |
|||
401(k)s |
|||
Financial Planning |
|||
Government and Agency Bonds |
|||
IRAs |
|||
Life Insurance |
|||
Long-Term Care Insurance |
|||
Lump Sum Distribution Assistance |
|||
Money Market Accounts |
|||
Mortgage-backed Certificates (CMOs) |
|||
Municipal Bonds |
|||
Mutual Funds |
|||
Portfolio Evaluation |
|||
Research |
|||
Stock Options/Concentrated Stock Holdings |
|||
Retirement Planning |
|||
Tax Planning |
|||
Unit Investment Trusts |
|||
Zero Coupon Bonds |
School Name |
Location |
Dates Attended |
Degree |
Major |
Minor |
Greek |
Activities and Societies |
|---|---|---|---|---|---|---|---|
UCLA |
Bachelor's |
English |
|||||
UCLA |
Bachelor's |
Business Administration |
Name |
Description |
Date |
|---|---|---|
Registered Sales Assistant |
||
Licensed to buy and sell securities |
||
Completed Series 7 and Series 63 |
Title |
Description |
Date Received |
|---|---|---|
Seattle Magazine Five Star Award |

