Manage client's investment portfolios including brokerage accounts, retirement accounts, college funding accounts (529 Plans), and trust accounts using investments including stocks, bonds, mutual funds, annuities, certificates of deposit, and FDIC insured money markets.
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Regular Hours
Mon - Fri:
Sat - SunClosed
Investment Management Financial Planning IRA (Traditional, Rollover, ROTH) Tax efficient investing Mutual Funds Securities
SECURITIES INVESTOR PROTECTION CORP,Financial Industry Regulatory Authority
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Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers
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Certifications: Certified Financial Planner