A registered representative of Cetera Investment Services, LLC
With over 15 years’ experience in the financial industry, I am committed to helping people with all aspects of their financial needs. I emphasize the importance of trust, honesty, and integrity while building lifelong relationships with my clients. I collaborate with clients to discuss their objectives and needs to tailor a personalized plan that will pursue short and long term investment or retirement goals. Looking at a person’s overall financial and life picture helps me to connect the client with a wide array of ways to nurture and foster their needs.
I am a Philippines native and can speak Tagalog. When I’m not working, I enjoy spending time with my three children, traveling, and going to amusement parks. I am passionate about cooking and enjoy teaching my children family recipes.
Business Experience- Financial professional since 2006
- Registered Representative (Series 7)
- Securities Agent (Series 63)
- Registered Investment Adviser (Series 65)
- Licensed Life Insurance, Health and Annuities professional
Check the background of this investment professional on FINRA’s BrokerCheck.
*Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
**For a comprehensive review of your personal situation, always consult with a tax or legal Adviser. Neither Cetera, nor any of its representatives may give legal or tax advice.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/ SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
Investments are:
*Not FDIC/NCUSIF insured.
*May lose value.
*Not financial institution guaranteed.
*Not a deposit.
*Not insured by any federal government agency.
11742 Jefferson Ave. Suite 120 Newport News, VA 23606
757-898-0089