A registered representative of Cetera Investment Services, LLC
I am compassionate and highly motivated to help clients reach their financial goals by using investment strategies, to pursue a needs based approach to plan for retirement. I have had the pleasure of serving clients in the securities and exchange industry since 2007. Through the years I have developed on-going relationships with clients to help simplify investment concepts and retirement planning to make families better prepared for their future. With patience I build rapport with clients to give them a local point of contact to feel comfortable about discussing the sometimes challenging areas of financial planning and investment advice. I plan to partner with Langley members so that together we can build a personalized approach that we will review periodically to reach financial security.
As a native to Hampton roads I am very passionate about my community which I am proud to be part of for over 30 years. I have set a positive example by being morally responsible and giving back to the community through charity and volunteer work. When I'm not at work, I enjoy spending time with my family at the beach, local parks, or just grilling out in the backyard.
Designations and Degrees- Bachelor's degree in Sociology from Virginia State University
- Financial professional since 2006
- Investment Adviser Representative
- Retirement financial planning
- Employer Workplace retirement plans
- Registered Representative (Series 7)
- Registered Investment Adviser (Series 66)
- Licensed Life Insurance, Health and Annuities professional
- Securities Agent (Series 63)
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