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Credentials
Licenses
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California State Notary License
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California Real Estate Sales License (inactive)
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NASD Series 7 License (also known as stockbroker or general securities license)
- NASD Series 63 License (needed to solicit orders for any type of security in a state)
- NASD Series 24 License (for NASD managers to supervise branch activities)
Certifications
Experiences
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Over 500 loan signings
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Worked for an investment broker/dealer in approving accounts to purchase stocks, bonds, mutual funds, annuities, insurance and stock options
- Currently works as a Portfolio Analyst for a money management firm that specializes in fixed-income investments
- Also very familiar with legal documents such as Power of Attorneys, Trusts, Deeds and Court Orders
Degree
- Bachelor of Software Engineering and Management, McMaster University, Canada
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