| Advisor Profile |
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Business Description |
| Throughout my investment career, I have helped individuals, families and businesses achieve their financial goals. I provide my clients with high quality investment solutions along with personalized service that is difficult to find in today's market. I have earned the trust of my clients by taking the time to understand them as people and not just as investors. As my client, I will focus on your particular objectives. Based on an in-depth knowledge of your investment needs and goals, I will provide suitable investment solutions for any market environment. |
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General Information |
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| Years of Experience in Financial Services: |
10
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Education |
| Academic Background |
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| BS, Finance - Western New England College |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bonds, Stocks, Bond Mutual Funds, International Investments, Options, Real Estate, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
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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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| Prepared By: |
Todd Warner |
Frequently Asked Questions |
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