![]() ![]() appointment to National Education Committee National Republican Congressional Committee (NRCC), Business Advisory Council (BAC) Listed in "Who's Who in Finance and Industry", "Who's Who In America", "Who's Who In Emerging Leaders", "Who's Who In American Women", "Who's Who in the World", "Who's Who in the United States and the Worl", 1988-2010Īmerican Solutions-Jobs and Prosperity Task Force, Washington D.C.įINRA (formerly known as NASD) Regulation, Inc.-Industry Arbitrator. ![]() 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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