Excel Securities & Associates
Registered Representative and Investment Advisor Representative
Highland Capital Brokerage May 1996 - Aug 1999
Case Design
Marello Investment Advisors May 1996 - Aug 1999
President and Investment Advisor Representative
Education:
The American College of Financial Services 2004 - 2005
University of San Diego 1993 - 1997
Bachelors, Business Administration, Business
Marymount High School 1991 - 1993
Skills:
Investments Fixed Annuities Estate Planning Financial Advisory Series 7 401K Securities Life Insurance Retirement Planning Mutual Funds Retirement Series 63 Insurance Finance Wealth Management Asset Management Finra Personal Finance Asset Managment
Interests:
Animal Welfare Children Disaster and Humanitarian Relief Health