I enjoy working with all types of clients, from those that are just starting to save for their retirement to those that are already retired and are looking to preserve their accumulated wealth. I graduated from [college] in [year] with a Master of Science, Financial Services (MSFS). I hold the following professional certifications, Certified Financial Planner (CFP).
In my spare time I enjoy [spending time with my kids, traveling, hockey, origami, etc.].
You can find out more about me here https://brokercheck.finra.org/.
https://worldcapitalbrokerage.com/form-crs
Form CRS contains important information you should review before opening an account.
https://worldcapitalbrokerage.com/coi
Information about possible coflicts of interests that may exhist.
https://brokercheck.finra.org/
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Office of Supervisory Jurisdiction
[RR Name] is a Registered Representative of World Capital Brokerage, Inc. (888) 742-0631 | 1636 Logan St., Denver, CO 80203 | Member FINRA | Member SIPC