My Qualifications

  • Series 7 – General Securities Representative
  • Series 9 & 10 – General Securities Sales Supervisor
  • Series 31 – Futures Managed Funds
  • Series 63 – Uniform Securities Agent State Law
  • Series 65 – Uniform Investment Advisor Law
  • CA Insurance license # 0B89530 for life, long-term care and annuities

Insurance products are offered through nonbank insurance agency affiliates of
Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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