| Advisor Profile |
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Business Description |
| To provide quality Investment and Insurance services to insure future financial stability. To help my clients be as prepared as possible for major life changes such as sending their kids to college or retiring. When I design an investment strategy, I emphasize the milestones, aiming for long-term success! |
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General Information |
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| Years of Experience in Financial Services: |
10
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Insurance License (Life & Health; Long Term Care; Specify below), Series 6, Series 63, Life and Health
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
David Taylor |
| Most Recent Update: |
06/20/2008 |
Frequently Asked Questions |
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