Description
SUMMARY As I Financial Adviser, I am responsible for bringing on new clients and managing current client's accounts. I am responsible for the recommendation of certain products and investments to not only grow their portfolios, but protect them in a declining market. I have individual investors and institutional investors, such as 401 (k)'s with companies. My investment licences include Series 7 and 66. I am also licensed in the State of Massachusetts to recommend Accident, Life, & Health Insurance. I hold the designation as a Registered Financial Consultant.
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