Currently working on a team of 3 advisors to service and manage High Net Worth relationships divided between brokerage and advisory business. Provide investment advice and solutions to our clients nationally, with securities licensing in every US State & Puerto Rico. I hold Series 7 & 66 licensing, as well being a CFP® practitioner.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.