EXPERIENCE - over 20 years direct industry experiemce
EDUCATION - Certified Financial Planner (CFP©) certificant
Chartered Financial Consultant (ChFC) candidate
Chartered Market Technician (CMT) candidate
MBA, The Wharton School, University of Pennsylvania
BA, Indiana University
ETHICS - adhere to CFP© and CMT Codes of Ethics
EFFORT - We apply effort, energy, and enthusiasm on your behalf, working hard for you financial success..
Fidelity Custody and Clearing Services (FCCS) is a unit of Fidelity Investments.
FCCS provides your custody and clearing services and produces your statements
One of the world's largest financial services organization with customer assets of over $ 7.4 trillion.
Your securities will be held in very strong hands.
Cambridge Investment Research, Inc. has over 800 employees and works with over 3200 independent investment professionals
Founded over 37 years ago, Total Assets under advisement exceeds $ 92 billion.