Personal Information
Organization / Workplace
Norfolk, Virginia Area United States
Occupation
Sandpiper Capital
Industry
Finance / Banking / Insurance
About
An accomplished Business Leader with over 10 years of industry experience . I currently work as an Investment Adviser Representative at Sandpiper Capital. Currently am also pursuing a RICP® designation to assist my clients with the latest ideas for creating sustainable retirement income.
Tags
401k
retirement
ira
ria
cfa
finance
td ameritrade
money
investments
financial adviser
investment advisor
fiduciary
portfoilo manager
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