Wealth Advisor
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I have been in the financial service industry for over 35 years. I have a series 7, 63 & 65 and CA Life & Health Insurance license. I have worked primary in sales as an advisor for such notable firms as Citi Bank, Merrill Lynch and Dreyfus Funds. From 2017 till July, 2025 I had worked at a large Southern California based Credit Union as a service representative. I feel that I have strong skills in both servicing and sales of securities.