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2010 - Present
Finance and Retirement
Advisor
Life and Health Insurance Agent |
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I specialize in retirement planning and strategizing,
offering a range of services related to financial planning,
investment advice, and wealth management. I am dedicated to
helping my clients achieve their financial goals and secure
their retirement. As an independent agent representing
numerous companies, I can provide a wide range of options to
my clients.
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2015 - 2019
Branch Office Supervisor
Limited Principal |
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Transamerica Financial Advisors
Supervised a team of
Investment Advisor Representatives and Registered
Representatives to include annual reviews
Established, maintained
and enforced written procedures in accordance with FINRA
rules
Reviewed and signed-off on
paperwork for team's client transactions and correspondence
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2011 - 2019
Investment Advisor
Representative
Registered Representative
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Transamerica Financial Advisors
Researched, compared
investment strategies and offered advice to clients
regarding securities instruments (Mutual Funds, Annuities,
Variable Life Insurance Policies)
Performed annual review
with clients to maintain current records and to manage
accounts and portfolios
Analyzed market trends in
order to give timely advice to client base
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2003 - 2011
Realtor / Residential Real
Estate Agent |
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Keller Williams Shoreline Realty
GMAC Park Place Real Estate
Century 21 Center Real Estate
Seller's Real Estate Sales
Agent - provided advise to sellers on how to optimize their
sales price, while holding their hands through the sales
process from MLS listing to close of escrow. Referred
services for escrow, title, pest control and home warranty.
Buyer's Real Estate Sales
Agent - assisted buyers with locating a lender to
pre-qualify them for their future purchase and estimating
what price point to shop for. During purchase timeline,
referred services for escrow, home inspection, termite and
wood-destroying pest inspection and mitigation, home
warranty, and handyman. |
