2

25

YEARS of EXPERIENCE

I have 25 years of experience having worked in six brokerage firms. I have passed 5 broker qualification examinations and obtained licenses in about 10 states in the U.S.

General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Series 7 - General Securities Representative Examination
YEARS
EXPERIENCE
Series 6 - Investment Company Products/Variable Contracts Representative Examination
State Securities Law Exam
Series 63 - Uniform Securities Agent State Law Examination
Series 65 - Uniform Investment Adviser Law Examination
5

Work experience

6

I've been fortunate to work with and for people from some amazing organizations.

achievements
Over 2,000
Partners worldwide, as well as Clients, brokers and advisors.
Over 1500
Impressive portfolios handled for clients worldwide with more 40 countries.
7
8

contact
me

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