Investment Management Consultant, Financial Advisor at RJFS, Addison Avenue Investment Services

• Sep 2011 - Present

Qualifications: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements. CRPC® are registered service marks of the College for Financial Planning® Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Show less

Financial Advisor

• Aug 2008 - Sep 2011

Financial Advisor

• Jan 2006 - Jul 2008