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Anthony Vlachos
www.upworld.com/anthonyvlachos
Long Island, NY
Finance > Financial Advisor, Investments
Real Estate

MetLife Securities
Financial Advisor
Public
If your goal is to achieve financial freedom I will help you build it.
  
PORTFOLIOview all
 
CONTACT INFO
 
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WORK EXPERIENCE
 
Company
Title:Financial Advisor
Company Name:MetLife Securities
City:Long Island, NY
Start Date:Jan 2007
End Date:Currently working
Company Size:51-100
Company Type:Public
 
The North Shore Financial Group provides effective solutions for your personal and business needs, through high quality financial products and services.
 
 
Experience Level
 
Expertise: Financial Adviser
Planning for Retirement
Protecting Business & Personal Assets
Reducing Tax Liability
Planning for Financial Freedom
 
Skills: Asset Allocations
Risk Management
Business Needs Analysis
Financial Needs Analysis
Wealth Accumulation
 
CREDENTIALS
 
Awards
 
Title:Delta Mu Delta
Awarded By:Dowling College
Date:Apr 2008
Description:Business Administration. Dowling College
 
 
Title:Who's Who Among Jr. Colleges
Awarded By:Who's Who
Date:Jan 2003
Description:Valencia College, Orlando FL
 
License
 
Type:Securites & Variable
License Number:6 & 63
Notes:Licensed in New York, Virginia, North Carolina
 
Type:Life
License Number:Life Products
Notes:Licensed in New York, Virginia, North Carolina
 
Type:Health
License Number:Health Products
Notes:Licensed in New York.
 
EDUCATION
 
School:Dowling College
Degree:Studying for CFP
Study Field:Financial Planning
Description:Certified Financial Planner
 
School:Dowling College
Date Graduated:May 2007
Degree:BBA
Study Field:Marketing, Accounting, Finance
 
GROUPS AND ASSOCIATIONS
 
Group:Gerontology Professionals of New York
Start Date:Jan 2007
Description:GERONTOLOGY PROFESSIONALS OF NEW YORK (GPNY) is a business oriented and networking organization comprised of professionals who service the needs of the senior community. The focus of GPNY is to provide networking opportunities for its members and to educate them on practical business issues that will help them to better run and grow their businesses.
 
GOALS AND INTERESTS
 
Career Goals: My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals.my personal goal is to become a lifetime resource for each and every client.
 
Personal Interests: Learning as much as I possibly can.