About
With nearly 15 years of experience as a financial advice professional , I am passionate…
Experience & Education
Licenses & Certifications
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SIE - Securities Industry Essentials Examination
FINRA
IssuedCredential ID CRD#: 5669084 -
Series 7 - General Securities Representative Examination
FINRA
IssuedCredential ID CRD#: 5669084 -
Series 65 - Uniform Investment Adviser Law Examination
U.S. Securities and Exchange Commission
IssuedCredential ID CRD#: 5669084 -
General Lines Agent (Life, Accident, Health & HMO)
Texas Department of Insurance
IssuedCredential ID License: #1588356 -
Series 63 - Uniform Securities Agent State Law Examination
U.S. Securities and Exchange Commission
IssuedCredential ID CRD#: 5669084 -
Series 6 - Investment Company Products/Variable Contracts Representative Examination
FINRA
IssuedCredential ID CRD#: 5669084
Organizations
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University of Houston Alumni Association
Lifetime Member
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