Series 7—General Securities Registered Representative
Series 6—Investment Company Products/Variable Contracts Limited Representative
Series 63—Uniform Securities Agent State Law Exam
Series 66—Uniform Combined State Law Exam
CaliforniaInsurance Producer--Life-Only, Accident & Health, Variable Contracts (License No. 0G08063)
California Real Estate Broker (License ID: 881745)
Chartered Market Analyst (CMA)
The CMA designation is the highest research and market technician credential offered by the American Academy of Financial Management (AAFM), Metairie, Louisiana.
Licensed International Financial Analyst (LIFA)
The LIFA designation is for a select group of global investment professionals demonstrating competence in a broad curriculum of investment- related subjects, and requires passing three stages of demanding examinations sponsored by the International Research Association (IRA), Cambridge, Massachusetts.
Certified Fund Specialist (CFS)
The CFS designation is the oldest mutual fund designation in the country. It requires passing a rigorous examination on the practical and theoretical aspects of the financial services industry, and is sponsored by the Institute of Business & Finance (IBF), La Jolla, California.
Licensed since 1979
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|Award Name||Grantor||Date Granted|
|Legion of Honor||National Rifle Association||2006|
|Association Name||Position Name||Duration|
|Western State University Alumni Association||Member, Board of Directors||2009 - 2010|
|National Rifle Association||Life Member||1983 - Present|
|Thomas Jefferson School of Law||International Taxation & Financial Services||LLM||2013|
|American Military University||Competitive Intelligence||Master of Strategic Intelligence||2011|
|Golden Gate University||Taxation||MBA||1985|
|Western State University College of Law||Law||JD||1979|
|California State University, Fullerton||Communications||BA||1975|