Position:
Mortgage Loan Originator at Cross River Bank, Financial Advisor at Investors Capital, Independent Insurance Agent at Robert A. Klein, Registered Tax Return Preparer at The Ardmore Group
Location:
Greater New York City Area
Work:
Cross River Bank
- Teaneck, NJ since Jan 2013
-
Mortgage Loan Originator
Investors Capital
- Lynnfield, MA since Mar 2004
-
Financial Advisor
Robert A. Klein
- Greater New York City Area since Mar 2004
-
Independent Insurance Agent
The Ardmore Group
- White Plains, NY since Mar 2004
-
Registered Tax Return Preparer
Skills:
Series 7, Retirement Planning, Securities, Fixed Annuities, Series 63, Mutual Funds, Retirement, Insurance, Investments, Strategic Financial Planning, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Equities, Life Insurance, Portfolio Management, Alternative Investments, 401k, Investment Strategies, Long-term Care, Small Business, Financial Analysis