Premier Advisor
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
FL
09/06/2017 - Present
AE Wealth Management, LLC (Coconut Creek FL)
NY
07/29/2002 - 02/24/2003
LION'S GROUP TRADING LLC (NEW YORK NY)
FL
07/24/2002 - 07/26/2002
NETGAIN TRADING, LLC (MIAMI FL)
IL
10/28/1998 - 04/26/2000
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NE
08/04/1998 - 10/20/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
09/30/1997 - 08/05/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
WI
04/17/1996 - 10/16/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 05/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
