About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NY, NJ, Health/disability insurance: NY, NJ, Fixed annuities: NY, NJ, Variable annuities: NY, NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Consultant (ChFC®)
Morgan Stanley Smith Barney
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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