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Manager Overview
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WE WORK WITH INDIVIDUALS AND ORGANIZATIONS IN THEIR WEALTH MANAGEMENT PLANNING.
ALL PLANNING IS TAILORED TO OUR CLIENT. |
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Experience & Disclosure
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My CRD Number:
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1130196 |
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Work Experience:
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HORNOR TOWNSEND AND KENT
AMERITAS INVESTMENT CORP |
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Academic Background:
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BS, BUS ADM WAGNER COLLEGE, STATEN ISLAND, NY.
CHFC AMERICAN COLLEGE, BRYN MAWR, PA.
CLU AMERICAN COLLEGE, BRYN MAWR, PA |
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Services
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Types of Investments:
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INDIVIDUAL PORTFOLIOS IN CONJUNCTION WITH PROFESSIONAL MONEY MANAGERS.
GURANTEED INCOME PRODUCTS
TAX DEFERRED ANNUITIES
TAX DEFERRED INDEXED ANNUITIES |
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Qualifications
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Certifications, Accreditations and Designations:
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REGISTERED FINANCIAL CONSULTANT
CHARTERED FINANCIAL CONSULTANT
CHARTERED LIFE UNDERWRITER
REGISTERED PRINCIPLE
SERIES 7,24,65,66 |
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Number of Advisors in Office:
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4 |
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Compensation
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New Client Minimum Portfolio Size:
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$50,000 |
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Money Manager Articles
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