I have been Kathy and Julie's assistant since 2019. My roles in the office include providing service to clients and administrative support. I currently hold my Series 6 and 63 registrations through LPL Financial.
I have been Kathy and Julie's assistant since 2019. My roles in the office include providing service to clients and administrative support. I currently hold my Series 6 and 63 registrations through LPL Financial.