Bcr Financial
Senior Financial Advisor
Ameriprise Financial Services, Inc. Aug 2004 - Dec 2009
Financial Advisor
Lincoln Financial Securities Corp Aug 2004 - Dec 2009
Registered Representative
Auberle 1995 - 2005
Program Manager
Education:
Indiana University of Pennsylvania 1993 - 1997
Bachelors
Duquesne High School
Skills:
Estate Planning Financial Advisory Saving For Education Investment Products Retirement Income Strategies Insurance Wealth Transfer Retirement Planning Financial Planning Portfolio Management Annuities 529 Plans Investments Variable Annuities Finance Wealth Preservation 401K Series 66 Asset Allocation Investment Advisory Roth Ira Financial Services Wealth Management Life Insurance Mutual Funds Equities Ira's Charitable Giving High Net Worth Individuals Investment Strategies Wealth Accumulation Asset Management Separately Managed Accounts College Savings Plans Long Term Care Disability Insurance Wealth Personal Financial Planning Annuity Series 24 Wealth Preservation Strategies 401K Rollovers Insurance Planning Financial Advice Etfs Retirement Crpc Services Series 7 Securities Investment Management
Interests:
Professional Networking New Technology Investing Strategic Planning Organizational Development