About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: NY, FL, TN, TX, CT, NJ, PA, Health/disability insurance: NY, FL, TN, TX, CT, NJ, PA, Property/casualty: NY, Fixed annuities: NY, FL, TN, TX, CT, NJ, PA, Variable annuities: NY, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Mortgage Broker (NMLS# 65753)
Broker-Dealer Affiliation
Cadaret, Grant & Co., Inc. - Syracuse, New York
Broker-Dealer Disclaimer
Securities and advisory products offered through Registered Representatives of Cadaret, Grant & Co., Inc., Member FINRA/SIPC. Parmco Financial and Cadaret, Grant & Co., Inc. are separate entities.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
