| Advisor Profile |
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Business Description |
| I do my best to improve my clients? future quality of life. This means treating each client individually, since every client has a unique set of circumstances. I will pattern my financial advice to match each individual?s goals. |
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General Information |
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| Years of Experience in Financial Services: |
12
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Education |
| Academic Background |
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UNIV OF ILLINOIS - BS (1964)
GEORGE WASHINGTON UNIV - MBA (1972) |
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Services |
| Investment Types: |
Stocks Mutual Funds, Annuities, Bond Mutual Funds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 6, Accredited Tax Preparer, Securities Investor Protection Corporation, Insurance License (Life & Health; Long Term Care; Specify below), Certified Financial Planner, Series 63, Masters of Business Administration
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Rett Summerville |
Frequently Asked Questions |
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