What I can do for you
FINANCIAL CONSULTING
I work with clients to develop individualized financial plans for savings, retirement, and investments. I also work with clients to plan for their futures by offering guidance on topics that include taxes, investments, and insurance decisions.
DIGITAL ASSETS TRADING
I offer personalized one-on-one cryptocurrency coaching, expert guidance on risk management, timely trade signals, and in-depth technical analysis to empower traders at every level, while navigating the profitable realm of digital assets
STOCK BROKERAGE
I execute buy and sell orders for stocks and other securities on behalf of clients in order to gain best profits. I execute transactions such as the sale of stocks and other investments to market participants. My goal is to help clients make profitable investment decisions.
I’m a Financial Advisor & Investment Management professional based in the United States. I provide advice about securities to clients; In addition, managing investment portfolios and offer financial planning services with over 35 years of experience at 5 firms in the United States. Over the span of my career, I’ve successfully passed 3 principal/supervisory examinations as proof of my professionalism and efficiency in suggesting ulterior investment areas.
Personal Professional Support
Connecting Opportunities
Deep Analytical Ability
Disciplined
WORK EXPERIENCE
VAN ECK SECURITIES CORPORATION (CRD#:2269)
05/18/2012 – 01/12/2022
07/22/2008 – 03/07/2012
BEAR, STEARNS & CO. INC. (CRD#:79)
10/17/2002 – 06/17/2008
SALOMON SMITH BARNEY INC. (CRD#:7059)
06/04/1996 – 10/21/2002
REFCO SECURITIES, INC. (CRD#:14094)
11/12/1985 – 07/10/1996
EXAMINATION
Series 63
Uniform Securities Agent State Law Examination
SIE
Securities Industry Essentials Examination
Series 7
General Securities Representative Examination