Resumes
Resumes
Financial Adviser
View pageLocation:
Seminole, FL
Industry:
Financial Services
Work:
Eagle Strategies, Llc
Financial Adviser
Nylife Securities Llc
Registered Representative
New York Life Insurance Company
Licensed Agent
Financial Adviser
Nylife Securities Llc
Registered Representative
New York Life Insurance Company
Licensed Agent
Education:
The American College of Financial Services
Florida State University
Florida State University
Skills:
Retirement Planning
Estate Planning
Investments
Life Insurance
Fixed Annuities
Gifting Strategies
Protection Planning/Family Security
Wealth Preservation Planning
Annuity Sales
401K Rollovers
Account Management
Term Life Insurance
Lifetime Income Strategies
Retirement
Finance
Personal Finance
Sales
Customer Service
Charitable Planning
Estate Planning
Investments
Life Insurance
Fixed Annuities
Gifting Strategies
Protection Planning/Family Security
Wealth Preservation Planning
Annuity Sales
401K Rollovers
Account Management
Term Life Insurance
Lifetime Income Strategies
Retirement
Finance
Personal Finance
Sales
Customer Service
Charitable Planning
Certifications:
Chartered Financial Consultant (Chfc)
Chartered Life Underwriter (Clu)
Florida Department of Financial Services
Chartered Life Underwriter (Clu)
Florida Department of Financial Services