Specialized Advisors
Iar
Oneamerica Sep 2015 - Oct 2018
Registered Representative
Secure Investment Management Sep 2015 - Oct 2018
Investment Advisor Representative of Secure Investment Management
New York Life Insurance Company 2009 - Jul 2015
Registered Representative
Edmund P D'elia P.c Feb 1996 - Dec 2006
Senior Associate Attorney
Education:
Touro College Jacob D. Fuchsberg Law Center 1989 - 1992
Doctor of Jurisprudence, Doctorates, Law
Clark University 1984 - 1988
Bachelors
Lenox Memorial High School 1979 - 1984
Skills:
Long Term Care Insurance Life Insurance Insurance Employee Benefits Investment Strategies Annuity Sales/Annuities Asset Based Long Term Care Disability Income Insurance/Income Protection Financial Services Protection Strategies Retirement Income Strategies Risk Management Sales Investments Securities Variable Products Licensed To Sell Insurance Investment Management Wealth Management Finra Retirement Planning Fixed Annuities Mutual Funds Disability Insurance Finance Estate Planning Financial Planning Succession Planning Customer Service Small Business Strategic Planning Series 6 Series 63 Series 65 Income For Life Variable Annuities Indexed Annuities Equity Indexed Annuities Charitable Gift Annuities Estate Planning Law Group Benefits
Interests:
Estate Planning Estate Fundraising/Charities College Funding Grandparent Gifting Retirement Planning Long Term Care Financing Retirement Income