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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. |
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| PORTFOLIOview all |
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| CONTACT INFO |
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| WORK EXPERIENCE |
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| Company |
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| 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 |
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| The North Shore Financial Group provides effective solutions for your personal and business needs, through high quality financial products and services. |
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| Experience Level |
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Expertise: Financial Adviser
Planning for Retirement
Protecting Business & Personal Assets
Reducing Tax Liability
Planning for Financial Freedom
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Skills: Asset Allocations
Risk Management
Business Needs Analysis
Financial Needs Analysis
Wealth Accumulation |
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| CREDENTIALS |
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| Awards |
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| Title: | Delta Mu Delta |
| Awarded By: | Dowling College |
| Date: | Apr 2008 |
| Description: | Business Administration. Dowling College |
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| Title: | Who's Who Among Jr. Colleges |
| Awarded By: | Who's Who |
| Date: | Jan 2003 |
| Description: | Valencia College, Orlando FL |
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| License |
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| Type: | Securites & Variable |
| License Number: | 6 & 63 |
| Notes: | Licensed in New York, Virginia, North Carolina |
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| Type: | Life |
| License Number: | Life Products |
| Notes: | Licensed in New York, Virginia, North Carolina |
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| Type: | Health |
| License Number: | Health Products |
| Notes: | Licensed in New York. |
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| EDUCATION |
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| School: | Dowling College |
| Degree: | Studying for CFP |
| Study Field: | Financial Planning |
| Description: | Certified Financial Planner |
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| School: | Dowling College |
| Date Graduated: | May 2007 |
| Degree: | BBA |
| Study Field: | Marketing, Accounting, Finance |
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| GROUPS AND ASSOCIATIONS |
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| 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. |
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| GOALS AND INTERESTS |
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| 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. |
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| Personal Interests: Learning as much as I possibly can. |
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