Business Description

We continuously strive for excellence in building mutually beneficial relationships on all levels. Our mission is to create value through building mutually beneficial relationships based on loyalty, trust and integrity. We strive to build relationships of exceedingly high quality as we are committed to excellence in the service that we provide to the people who comprise them. Our business is built through the people we work with and for. Our focus is to to find out who our clients are, what they want and what matters most to them. To make a positive difference in the lives of our clients and to assist them in reaching their goals by providing uniquely personalized, relationship-oriented financial service. To create satisfying and enduring relationships based on a strong sense of loyalty that allows clients to keep coming back for more and promote our business through friends, families and colleagues.

General Information

Gender:

Male

CRD#:

1184107

Years of Experience in Financial Services:

Education

Academic Background

B.B.A. - Clark University

Master of Science degree - New York University

Advanced Management Training - New York University

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, Annuities, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 6, Series 63, Certified Fund Specialist, Series 65

Firm Information

Number of Advisors in Office:

Over 1000 employees

Assets Managed by Firm:

Yes

Prepared By:

Stuart Miller

Most Recent Update: