Focus: Insurance Strategies, Investment Strategies
Bo is a registered representative of and offers securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660. (949) 660-1717.
He is licensed to sell insurance and securities in California. Bo cannot communicate with, nor respond to, requests from people who reside in states where he is not licensed to conduct insurance and/or securities business. CA Insurance License Number 0G65653.
Bo provides financial needs analysis through a network of experienced professionals with expertise in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
Check the background of this investment professional on FINRA’s BrokerCheck
4695 Mac Arthur Ct Suite 1000
Newport Beach, CA 92660