Series 7, 66, and Washington State Life, Health and Disability registered.
Main Tasks include: Income distributions, reporting, account set-up, client education, contributions, charitable gifts, RMD calculations, 401(k) rollovers, tax questions, trading, client follow-up, contributions to current business practices, compliance & audit preparation.
Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC Member FINRA/SIPC. Cetera is not affiliated with any other name entity.