State
Washington
Description
Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
22 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
- Independent Financial Advisor, Century Securities Associates, Inc., 2009-2018
- Financial Advisor, UBS Financial Services, Inc., 2003-2009
Education
- MBA, Business, Washington State University
- MS, Finance and Credit, Tajik Institute of Entrepreneurship and Service
Personal interests and affiliations
- Tri-City Regional Chamber of Commerce, Board Chair 2018