In addition to the standard financial advisor licenses, I am also a FINRA Series 86/87 Registered Investment Research Analyst I hold a Chartered Market Technician (CMT) Designation I was previously the Director of Technical Research at a local firm before starting this practice. I lean on my experience as a former Director of Technical Research, CMT, and Registered Research Analyst to be my differentiating factor as that is a rare mix for an advisor to have that level of portfolio management, trading, risk management, and analytical skills. In addition to traditional portfolio strategies, I offer actively managed stock/ETF portfolios that are personally managed by me that adapt when markets change. The aforementioned actively managed portfolios are made available at a lower account minimum than is traditional for that service level, it is another one of my differentiating factors.