Resumes
Resumes
Financial Planner
View pageLocation:
Albuquerque, NM
Industry:
Financial Services
Work:
Creative Financial Strategies Group
Financial Planner
Financial Planner
Registered Principal At Lpl Financial, Member Finra And Sipc
View pageLocation:
Albuquerque, NM
Industry:
Financial Services
Work:
New England Financial Jan 1994 - Apr 2012
Registered Advisor
Altenburg Asset Advisors Jan 1994 - Apr 2012
Registered Principal at Lpl Financial, Member Finra and Sipc
Us Navy Jun 1982 - Oct 1993
Qmc
Registered Advisor
Altenburg Asset Advisors Jan 1994 - Apr 2012
Registered Principal at Lpl Financial, Member Finra and Sipc
Us Navy Jun 1982 - Oct 1993
Qmc
Education:
College For Financial Planning 2012 - 2013
The College For Financial Planning 2012 - 2013
The American College of Financial Services 2000 - 2003
The American College of Financial Services 2000 - 2002
The College For Financial Planning 2012 - 2013
The American College of Financial Services 2000 - 2003
The American College of Financial Services 2000 - 2002
Skills:
Wealth Management
Retirement Planning
Investment Advisory Services
Investment Strategies
Asset Allocation
Strategic Financial Planning
Portfolio Management
Alternative Investments
Iras
Financial Advisory
Financial Services
401K
Retirement
Mutual Funds
Retirement Planning
Investment Advisory Services
Investment Strategies
Asset Allocation
Strategic Financial Planning
Portfolio Management
Alternative Investments
Iras
Financial Advisory
Financial Services
401K
Retirement
Mutual Funds
Interests:
Bowling
Flyfishing
Flyfishing
Certifications:
Series 6, 63, 65, 7, 24 and 53