| Advisor Profile |
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Business Description |
| An overriding commitment to providing personalized professional investment advice to my clients through the Waddell & Reed consultative and comprehensive financial planning process--emphasizing individual, one-on-one service.
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General Information |
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| Years of Experience in Financial Services: |
12
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Education |
| Academic Background |
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| Bachelor of Science degree - SUNY, Brockport |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities, Other
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 6, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, National Association of Insurance & Financial Advisors
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.3
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| Additional Details on Charges: |
Fees based on assets under management.
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| Prepared By: |
Joseph Spinelli |
Frequently Asked Questions |
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