Licenses and Designations
I hold the following licenses, designations, and diplomas:
- Investment Advisor Representative: Series 66 Uniform Combined State Law license #23523 awarded by the Texas State Securities Board
- Registered Representative: Series 7 General Securities license #4906025 awarded by FINRA
- General Agent: Insurance License #1322380 awarded by the Texas Department of Insurance
- AAMS® : Accredited Asset Management Specialist #2000469887 awarded by the College for Financial Planning
- AIF® : Accredited Investment Fiduciary #25917 awarded by fi360
- MPH: Masters degree in Public Health - Finance awarded by Boston University
- BS: Bachelors degree in Finance and Accounting awarded by Connecticut State University