About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: NY, Health/disability insurance: NY, Fixed annuities: NY,NJ,CT, Variable annuities: NY,NJ,CT
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Broker-Dealer Affiliation
LPL Financial
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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