| Advisor Profile |
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Business Description |
| I believe that investors should have a diversified portfolio. I help clients find the best approach for their total portfolio and work with them to get their financial house in order. I feel it is important to meet regularly with clients to review their accounts and talk about any changes in their life. I strive to provide quality ongoing service and investment recommendations reflecting the client's planning needs and goals.
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General Information |
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| Years of Experience in Financial Services: |
15
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, National Association of Insurance & Financial Advisors, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compensation & Fees |
| Additional Details on Charges: |
Commissions and fees depend on the program chosen.
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| Prepared By: |
Wanda Caffrey |
| Most Recent Update: |
08/20/2008 |
Frequently Asked Questions |
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