I am a Senior Registered Client Associate at TSG Wealth Management.I manage daily operations of client accounts, estate processing, perform order entry and deliver stellar customer service to our valued clients. I hold Finra’s Series 7 General Securities Representative Registration, Series 66 NASAA Uniform Combined State Law Registration, California Insurance License and also have my Notary License.I am a San Diego native and received my Bachelor’s Degree in Communication from California State University San Marcos.Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/socialThis information is intended for use only by residents of CA
Listed skills include Training, Analysis, Event Planning, Customer Service, and 11 others.