About My Practice
Waterstone Retirement
Services specializes in helping our clients to retire
successfully.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance: MA, NY, ME, Health/disability insurance: MA, NY, ME, Fixed annuities: MA, NY, ME, Variable annuities: MA, NY, ME
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Investors Capital Corp.
Broker-Dealer Disclaimer
Securities Offered Through Investors Capital Corp. Member FINRA, SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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