Series 7, 63, 66, Life and Health Insurance Licensed. Financial services professional with 7 years of experience in financial product consulting, sales, and advising. Over 10 years of customer service experience with multiple client segments including high net worth, corporations, institutional clients and plan participants. Specializing in 401k, 403b, IRA, and various other retirement and retail account types. Specialties: Series 7, Series 63, Series 66, Life, Accident, and Health Insurance