Investment Bank/Securities Brokerage - Portland, OR, US
I am a Financial Advisor registered through KMS Financial Services, Inc. I work in partnership with my clients to identify needs and establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help my clients meet their financial objectives. My mission is to develop a trusted financial relationship with my clients by providing professional guidance, solutions based on his clients' needs, and a relaxed environment in which to discuss financial issues. These are the cornerstones of my business.
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