Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
FINRA Series 7-General Securities Representative
FINRA Series 65-Uniform Investment Advisor Law
FINRA Series 63-Uniform Securities Agent State Law
NJ and NY Life and Health Insurance Licenses
Investments
Portfolio Management
Financial Services
Fixed Annuities
Trading
Insurance
Life Insurance
Options
Management
Employee Benefits
IRAs
Private Equity
Asset Allocation
Series 7
Mutual Funds
Wealth Management
Lists including Scott
Work Experience
2018
President
2018
Vice President
2016
2016 - 2017
Core Advisor
2016 - 2017
2013 - 2016
Investment Advisor Rep.
2013 - 2016
2007 - 2012
Portfolio Manager
2007 - 2012
1990 - 2006
Vice President, Equity Options & Futures
1990 - 2006