Fully licensed financial professional with over * decades of brokerage and call center experience in customer service, supervisory and managerial positions, and more than 5 years of in person and phone brokerage. Enjoys working as part of a team as well as individually, able to remain calm in stressful situations and lead others or follow in demanding circumstances. Quick learner of new ideas, procedures, necessary applications and operating systems both public and proprietary, can work in a fast-paced environment while approaching each interaction with accuracy and attention to detail.
Series 7 General Securities Registered Representative
Series 63 Uniform Securities Agent
SIE - Securities Industry Essentials Examination
Series 24 General Securities Principal
Series 4 Registered Options Principal