As a Financial Planner

As a Financial Adviser with Ameriprise Financial in Westlake, Ohio from 2006 – 2007, I was a licensed adviser and planner with National Association of Securities Dealers (NASD) Series 7 and 66 licenses, as well as Life, Health, and Variable Insurance Licenses.

I earned Ameriprise’s Mercury and Centurion awards for client acquisition in my first 20 weeks. Simply put, it shows that I had built a strong network, was trusted by my clients, and responsible in my actions.

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