About My Practice
29 years in the financial services industry.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: NJ, NY, Health/disability insurance: NJ, NY, Fixed annuities: NJ, NY, Variable annuities: NJ, NY
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CAS, CRPC, CLTC
Ameritas Investment Corp.
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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