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Degrees
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B.A Business Administration
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My Expert Service
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10 years experience in the Financial Services arena with Morgan Stanley, RBC Centura, and SunTrust Banks. Instrumental in providing sound advice in areas Financial Planning, Retirement Planning, Budgeting,and Purchases of Life insurance, Stocks, Bonds, and other Financial Instruments.
Can also provide solid information when buying and selling new or used automobiles.
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Experience & Qualifications
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Series 7,Series 63,65, 31 Life and Health. Analyst experience Automobile Sector of the market for 8 yrs. Portfolio Management of with 25-40 million dollars of AUM.
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Available Modes Of Communication
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email/chat
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Contact
Bakman
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