Balancing Life and Service
The team that shapes your finances
Through my relationship with HilltopSecurities and Colorado Financial Servises Corporation it has empowered me to provide the best to my clients in terms of technology, platform execution and service."
We are breaking new ground
"As a forward-thinking financial broker professional, I am breaking new ground with innovative strategies, exceptional service, and top-notch execution, all while keeping my clients' goals at the forefront of everything I do."
Professional competence
"My commitment to your financial growth is at the core of my goals. I have held a Series 7 Securities Registration since 1997. I am also a Series 24 Registered Principal and a Series 65 Advisor. I love what I do, and I strive to give my best to my clients and find compelling opportunities in the market today."
Trustworthiness
HilltopSecurities provides clearing services to broker-dealers and RIAs across the country. With a modern, robust trading platform, cutting edge market insights, and leading technology solutions provide the real-time trading tools that today’s financial professionals need to serve their clients.
Securities Investor Protection Corporation ("SIPC") Disclosure
Securities in accounts held at HilltopSecurities are protected in accordance with the SIPC up to $500,000 per customer, including a maximum of $250,000 for cash claims. For more information, please visit SIPC website at www.SIPC.org or by telephone at 202-371-8300. HilltopSecurities has also acquired “Excess SIPC” insurance including a cap of $200 million from underwriting syndicates at Llyod's of London, to protect client accounts up to their net equity for loss of securities and cash held at HilltopSecurities. This “Excess SIPC” protection is in addition to the protection provided by the SIPC. SIPC and Excess SIPC covers accounts of the member firm in the event of a member’s bankruptcy or insolvency. Coverage does not apply to losses due to market fluctuation or to any decline in the market value of your securities, and is subject to certain conditions and limitations, details of which are available upon request
Customer orientation
"As a dedicated financial broker professional, I prioritize my clients' goals and treat each individual with the utmost care and respect. Whether you're a large investor or are just starting out, you will receive the same level of attention and dedication. Your financial success is my priority!"
Goal orientation
I am committed to helping clients build dynamic portfolios that are packed with growth potential. I focus on relevant positions and sectors, ensuring that each investment/trading opportunity aligns with my clients' goals and account objectives. Along the way, I also prioritize. educating my clients, so you can feel confident in your decisions.
Curtain up for your
financial trading strategists
"As your dedicated professional broker, my goal is to give you the freedom to focus 100% on what truly matters to you whether that's your business, your personal life, or simply your peace of mind.
Your portfolio will be built for dynamic movement in line with your account goals and objectives.
And when you ever want to check in, you have full transparency. You can easily view your account balances and positions through our user-friendly desktop portal or the mobile app. Of course, you can always just give me a call anytime for a quick update. That way, you get the best of both worlds: your time back and confidence."
Contact us for a free consultation.
"Give me a call for a free consultation, and I'll provide a complimentary portfolio review. We'll compare your current holdings with the potential gains from my strategies and potential recommendations side by side, to see how we can maximize your returns!"
Disclosure
Any information provided on this site is for informational purposes only. Securities offered through registered representatives of Colorado Financial Service Corporation, Member FINRA, SIPC. Matrix Equity Capital and Colorado Financial Service Corporation are separate entities. This site is not an offer to sell, or a solicitation of an offer to buy securities. All investments involves risk. Past performance is not indicative of future results. Any information provided on this site has been prepared from sources believed to be reliable but is not guaranteed by Matrix Equity Capital or Colorado Financial Service Corporation and is not a complete summary or statement of all available data necessary for making an investment decision. Check the background/registrations of the investment professional on https://brokercheck.finra.org.
Contact us
Telephone: 949-288-2464
Address: 26050 Acero Suite 304 Mission Viejo, CA 92691