LEO ROTMAN
Broker in Boston, MA

License number
Massachusetts 122465
Issued Date
May 11, 1990
Expiration Date
Nov 16, 1994
Type
Salesperson
Address
Address
Boston, MA 02130
LicenseFiles verified this license of Nov 25, 2016 at the Mass.gov - Consumer Affairs and Business Regulation.

Professional information

Leo Rotman Photo 1

Financial Advisor At Eagle Strategies, Llc
Position:
Financial Advisor at Eagle Strategies, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Eagle Strategies, LLC - Waltham, MA since Jan 2002 - Financial Advisor
Education:
Bentley University 1990 - 1994
BS, Economics and Finance
Skills:
Investments, Estate Planning, Special Needs Planning, Financial Planning, Retirement Planning, Retirement, Long-term Care, Disability Insurance, Wealth Management, Series 7, Education Funding, Fixed Annuities, Asset Allocation, Mutual Funds, Life Insurance, College Savings Plans, Insurance, 401k Rollovers, Wealth Accumulation, Strategic Financial Planning, Succession Planning, Trust Management, Special Education
Honor & Awards:
Member of MDRT since 2004
Languages:
Russian

Broker licenses in Massachusetts