Position:
Owner at Compass Efficient Model Portfolios, LLC
Work:
Compass Efficient Model Portfolios, LLC
-
Owner
FSC Securities, Inc
1996 - 2009
-
Registered Principal
Skills:
Uniform Combined State Law, Series 63, Retirement Planning, Investment Strategies, Series 7, Wealth Management, Investment Advisory, FINRA, Asset Allocation, Series 24, Securities, Series 65, Mutual Funds, 401k, Portfolio Management, Investments, Series 6