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I want to increase your after tax returns while providing a diversified portfolio and asset protection. This can be acheived by developing a customized tailored plan that meets your needs. please take the time to explore this site and see what I can offer you.
There is no substitute for professional advice!
I have a B.A. in Business Administration with a major in International Business from Florida Atlantic University
I have passed the following exams: Series 7, 31, 63, 65, and 24.I have a Life and Health Insurance License including Variable Annuity in Kentucky and a non-resident in Florida, and Ohio
I maintain and am current on all CE requirements
Specializing in Estate Preservation and Executive Benefits.
He has worked for some of the largest firms in the nation
has been a top producer and managed hundreds of millions of dollars
in addition he is a fully Licensed Financial Advisor passing multiple exams.
He is licensed to transact business in multiple states including: Florida, Ohio, Indiana and Kentucky.View Licenses Here
His experience is not limited to Stocks but includes both cashless and equity options and he knows them so well he was tasked with teaching other Brokers how they work.
He is active in the community and regularly gives to charity.
He is a volunteer in his community and a blood donor.
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