Resumes
Resumes

President And Iar
View pageLocation:
5550 Glades Rd, Boca Raton, FL 33431
Industry:
Financial Services
Work:
Raymond James Financial
Vice President Investments
Raymond James Financial Services since 2005
Branch Manager/Financial Advisor
Vice President Investments
Raymond James Financial Services since 2005
Branch Manager/Financial Advisor
Education:
Adelphi University 1983 - 1985
CFP, Financial Planning
CFP, Financial Planning
Skills:
Retirement Planning
Wealth Management
Investment Advisory
Asset Allocation
Series 7
Retirement
Mutual Funds
Financial Advisory
Wealth
Series 63
Disability Insurance
Investment Strategies
Fixed Annuities
Estate Planning
Long Term Care Insurance
Strategic Financial Planning
Insurance
Series 65
Wealth Management Services
Variable Annuities
Life Insurance
Wealth Preservation Planning
Trading
Wealth Accumulation Strategies
Licensed Life and Health Insurance Agent
Charitable Gift Annuities
Estate Tax Planning
Indexed Annuities
Certified Financial Planner
Wealth Management
Investment Advisory
Asset Allocation
Series 7
Retirement
Mutual Funds
Financial Advisory
Wealth
Series 63
Disability Insurance
Investment Strategies
Fixed Annuities
Estate Planning
Long Term Care Insurance
Strategic Financial Planning
Insurance
Series 65
Wealth Management Services
Variable Annuities
Life Insurance
Wealth Preservation Planning
Trading
Wealth Accumulation Strategies
Licensed Life and Health Insurance Agent
Charitable Gift Annuities
Estate Tax Planning
Indexed Annuities
Certified Financial Planner