Online
Busy
Away
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Degrees
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B.A. and M.Ed. from University of Missouri; Series 7 and 63 licensed for almost 20 years, absolutely clean record.
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My Expert Service
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You can become your own Financial Advocate by using my expertise. Specifically, I can help you
- ** regain control of your financial life
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- ** calculate your net worth
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- ** understand your brokerage, mutual fund, 401k or 403B statement
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- ** set up a workable budget
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- ** contact the right person to solve a problem
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- ** analyze investment choices by providing a second opinion
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- ** avoid financial scams and frauds
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- ** determine your real profit/loss by condensing your records and data into easily-understood Excel spreadsheets
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Experience & Qualifications
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- ** Comprehensive financial product knowledge from stockbroker experience at Merrill Lynch and Smith Barney.
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- ** Extensive service, document, and procedural experience from executive Customer Service position at large mutual fund company.
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- ** Extremely valuable experience as FINRA Arbitrator, involving cases exceeding $1,000,000.
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- ** Professional experience analyzing statements for profit/loss calculations.
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- ** Critical thinking and communication expertise from Expert Witness participation in arbitration hearings.
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Available Modes Of Communication
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email/chat
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Contact
Betty R.
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Home » Business & Finance » Consulting
» Betty R.
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