US Planning Group | Financial Advisor in New York ,NY

450 Seventh Avenue, Suite 2600
New York, NY 10123

About

7 Years of Experience



General Information
Insurance License#:   LA-994391 NY
Name of Broker/Dealer:   Woodbury Financial Services
States Licensed in:   NY, NJ, CT, MN, SD, PA
Number of Years with Current Firm:   6
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Annuities , Exchange Traded Funds (ETFs) , Insurance , Bonds , Mutual Funds
I can meet clients in the following ways:   At your office , At your home , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Annuity , Disability , Variable Life , Long Term Care , Life , Health , Annuity
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA) , Million Dollar Roundtable


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   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:   50,000
Compensation Methods:   Commissions , Flat Fee , Based on Assets



FAQs


DISCLAIMER

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., A Registered Investment Advisor. Member FINRA, SIPC. U.S. Planning Group - A New York Corporation and Woodbury Financial Services are not affiliated entities.

John Fiorto

John Fiorto