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| SSC: TV3 or 13Y (?) |
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Profile
Bachelor of Arts - University of California at Santa Barbara
Major - Business Economics, with an Accounting Emphasis
3rd Generation Financial Services Professional
CA Insurance License # 0F28763
Series 6, 7, 63, 65 Securities Registrations
CLTC - Certified in Long-Term Care Designation
State of California Long-Term Care Partnership Certified
CMFC - Chartered Mutual Fund Counselor
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