Alex Sheppard

Advisor @Financial Reserve

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2009 — Present

Advisor @Financial Reserve

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Our Mission:To build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success!Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Financial Reserve and Cambridge are not affiliated.

EDUCATION

2002 — 2004

Texas McCombs School of Business

MBA, Finance

N/A

Pomona College

BA, Mathematical Economics

2002 — 2004

The University of Texas at Austin

MBA

SKILLS

Personal Financial PlanningPortfolio ManagementPermanent Life InsuranceInvestment AdvisoryTerm Life Insurance

ABOUT ALEX SHEPPARD

Shareholder, Advisor at Financial Reserve

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Alex Sheppard — Advisor at Financial Reserve in Portland, OR, US | Unifers