Business Description

Because you are unique, the answers to your financial questions must fit your; special circumstances; your personal point of view; your one-of-a-kind-life. For answers that really make sense, the best way to start is a "Financial Profile". It creates a picture of you that shows:

WHO you care about
WHAT's important to you
WHERE you are now in your financial life
(earning, saving, investing, gifting, transferring)
HOW you use your income and resources, and
WHEN you want money to work for you.

For your one-of-a-kind answers, please contact me

General Information

Gender:

Female

CRD#:

1003940

Firm CRD#:

468

Insurance License#:

LA-601768

Name of Broker/Dealer:

Signator Investors, Inc.

States Licensed in:

NY, NJ, PA

States Willing to do Business in:

NY,NJ,PA, NC, FL, CT, MA

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Foreign Languages Serviced:

Spanish (limited)

Education

Academic Background

Graduate of South Side High School, RVC, NY.; Graduate of Pratt Institute, Brooklyn, NY and Completed CFP credentials at Adelphi College, NY and CLU/ ChFC credentials at Hofstra College, NY

Services

Investment Types:

Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Life Underwriter Training Council Fellow (LUTCF)

Securities Licenses:

Series 66, Series 65, Series 6, Series 7

Insurance and Annuity Licenses:

Long Term Care, Life, Health, Annuity, Disability, Variable Life, Variable Annuity

Financial Organization Memberships:

Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals, National Association of Estate Planners & Councils (NAEPC)

Non-Financial Organization Memberships:

Wildlife Organizations, National Audubon

Firm Information

Number of Advisors in Office:

10 - 99 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

300000

Compensation Methods:

Based on Assets, Commissions, Flat Fee, Hourly

Prepared By:

Marilyn Fisher CLU, ChFC, CFP®