MBA Finance, series 7, series 66 (in progress), Life, Health and Variable Annuities license.
Clearing and trading experience.
Value investor and portfolio manager for IRA and Roth IRA accounts. Like tactical asset allocation strategy.
I am a long term investor that concentrates mainly on fundamentals but will also pay attention to technical levels. I like high quality dividend payers but will dabble with some swing trading of speculative stocks. Part owner of CreditJeeves.com.