![]() ![]() NRCC/BAC's "Businesswoman of the Year" for Texas in 20. ![]() San Antonio Business Journal's List of "25 Largest Financial Planning and Advisory Firms" 2010.Series 24 Registered Securities PrincipalĢ008 - Present-Division Manager with NEXT Financial Group, Inc, a registered securities broker/dealerĢ001 - 2008-OSJ Manager with Mutual Service Corporation, a registered securities broker/dealer ġ995 - 2001-OSJ Manager with SunAmerica Securities, Inc.Series 63 (Texas Securities Commission regulations). ![]() Securities - Series 7 FINRA (f/k/a NASD)- General Securities Money Managers, Inc., Registered Investment Adviser with the State of Texas.ġ984-Present Investment Adviser Representative Private parochial schools through first year of college major - Psychology.ĬERTIFIED FINANCIAL PLANNER CFP® certification from the College for Financial Planning in Denver, Colorado - 1984.ĬERTIFICATIONS, REGISTRATIONS AND LICENSES:ĬERTIFIED FINANCIAL PLANNER™ - College for Financial Planning ![]()
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