My OperaCrown Capital Securities LLC Management | Initial Consultation | Professional Licenses
Saturday, August 24, 2013 1:31:12 AM
Crown Capital Securities LLC Management | Initial Consultation | Professional Licenses
Initial Consultation
For a free consultation regarding investments, life insurance or tax planning, please call (619) 291-2000 for time and location. Meetings are also available in the convenience of your own home or place of business.
Is there any charge for an initial consultation?
No, there is no charge or obligation for an initial meeting to get acquainted, review your present situation and determine whether I can be of service.
Professional Licenses
I am a registered securities representative and affiliate of a registered investment advisor, Crown Capital Securities, L.P. I hold a Series 7 (general securities license), Series 24 (registered principal), Series 63 (authorized for other states when admitted), and Series 66 (Uniform Combined State Law Examination).
My California life and disability insurance license number is 0647404.
Source:
http://cmsfinancial.com/initial-consultation
http://cmsfinancial.com/professional-licenses
Initial Consultation
For a free consultation regarding investments, life insurance or tax planning, please call (619) 291-2000 for time and location. Meetings are also available in the convenience of your own home or place of business.
Is there any charge for an initial consultation?
No, there is no charge or obligation for an initial meeting to get acquainted, review your present situation and determine whether I can be of service.
Professional Licenses
I am a registered securities representative and affiliate of a registered investment advisor, Crown Capital Securities, L.P. I hold a Series 7 (general securities license), Series 24 (registered principal), Series 63 (authorized for other states when admitted), and Series 66 (Uniform Combined State Law Examination).
My California life and disability insurance license number is 0647404.
Source:
http://cmsfinancial.com/initial-consultation
http://cmsfinancial.com/professional-licenses
