I am committed to helping you work toward your financial goals. Clients are my first priority. I’m here to plan and assist in helping you work toward your financial goals. Serving 25 years as a Financial Advisor, you’ll benefit from counsel designed to educate and empower. It is my goal to help you make informed investment decisions in your best interest. I lead a team practice within our firm specializing on retirement plans/planning. We offer a full range of investment, planning and protection strategies.
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
To get started, use your mobile phone to scan the QR Code. If you’re already on your phone, just tap the Code!
Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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The background of this firm and investment professionals may be found on FINRA’s BrokerCheck
Wedbush Financial Advisors and Independent Contractors may only conduct business with the residents of the states and/or jurisdictions for which they are properly registered.
Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
Securities and Investment Advisory services are offered through Wedbush Securities, Inc. Member NYSE/FINRA/SIPC.
Third party entities named are not associated with Wedbush Securities.
Investment professionals may only conduct business and provide recommendations with residents of the states for which they are properly licensed. You can check the registration and background of an investment professional and their firm.
Please refer to FINRA’s BrokerCheck website for this information: FINRA’s BrokerCheck.
Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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