When it comes to achieving your financial goals and objectives, I employ a comprehensive financial planning approach that is based on need's analysis.
I understand that there are different concerns and issues that face people in various stages in their lives.
My affiliation with John Hancock Financial Network for the past 20 years allows me to utilize the most advanced up to date resources that respond to the current market environment in the area of personal and business needs. I welcome the opportunity to further discuss with you how my financial analysis & recommendation process that I have adopted over the years works.
As a final note respecting your decision as to what happen next is part of the process.
Offering John Hancock Insurance Products
Registered Representative/ Securities and Investment Advisory Services offered through Singnator Investors Inc., Member FINRA, SIPC, a Registered Investment Advisor.
1900 S. Norfolk St. Suite 200
San Mateo, CA 94403-1172
|Insurance License#:||CA License # 082853|
|Name of Broker/Dealer:||Signator Investors inc|
|States Licensed in:||CA,AZ|
|Number of Years with Current Firm:||20|
|Investment Types:||Exchange Traded Funds (ETFs) , Alternative Investments , Mutual Funds , Stocks , Bonds , Insurance , Annuities , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , At my office , At your home|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Annuity , Long Term Care , Variable Annuity , Disability income , Variable Life , Health , Life|
|Financial Organization Memberships:||Million Dollar Roundtable , International Association of Registered Financial , National Association of Insurance and Financial Advisors (NAIFA)|
|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|
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||50000|
|Compensation Methods:||Flat Fee , Commissions , Based on Assets|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|