Financial Advisor
CurrentI started in the Financial Services business while still in college and worked my way up. I took the Series 7 in October of 1979 and entered Bache &Co.'s (forerunner to Prudential Securities) January, 1980, Financial Advisor training class. I also became Commodity licensed. In 1982, I studied forand passed the NYSE Branch Manager's exam and the Registered Options Principal exam. I then became the Assistant Branch Manager. Iremained in that position until 1987 when I assumed the role of Associate Manager. I am also Series 63 and 65 licensed and insurance licensed inseveral states. In 1994, I left Prudential Securites in Plantation and moved to Smith Barney in Coral Springs, FL, where I remained until 2008 whenmy office was closed. I then transferred to the Plantation office of Morgan Stanley Smith Barney. My experience during the last 41 years is extensive. My trainingbegan in 1980 and is continuous. I have attended various Consulting Group University seminars and Financial and Retirement Planning classes.© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.