Financial services isn?t just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It?s educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle.
As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals?from funding a major purchase or a child's education to living the retirement lifestyle they envision.
I take a comprehensive, education-based approach to addressing the ?at retirement? needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.
|Insurance License#:||LA 1074780|
|Name of Broker/Dealer:||LPL|
|States Licensed in:||NY|
|Number of Years with Current Firm:||7|
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors|
|Investment Types:||Stocks , Mutual Funds , Bonds , Annuities , Insurance|
|I can meet clients in the following ways:||At your office , At my office|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Disability , Life , Variable Annuity , Long Term Care , Variable Life|
|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:||$25,000|
|Compensation Methods:||Flat Fee , Based on Assets , Commissions|