I am a committed financial professional and Vice President at AXA Advisors LLC, focusing on helping my clients achieve success in reaching their goals. Planning the financial future of yourself, your family, your small business or your corporation may be intimidating. I can help.
As Vice President, I have grown my practice by diligently assisting individuals with their retirement planning, asset management and asset protection. Everyone has unique financial goals. Using my extensive knowledge and experience in financial planning, I am able to find the appropriate life insurance, retirement plan, college savings plan or estate plan that will suit your financial situation.
I hold my Life, Accident and Health License, Series 7, Series 66 and Series 24 License.
If you have any questions, would like to schedule an appointment, or if you are a motivated, entrepreneurial hard worker with interest in joining my team of associates, please contact me. My direct office line is 585-475-8426, or you may email me at [email protected].
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Pittsford, NY | Aug 2022 - Current | 1 |
| Rfg Advisory, Llc Dba Sixpoint Financial Partners | Pittsford, NY | Aug 2022 - Current | 1 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Aug 2018 - Aug 2022 | 4 |
| American Portfolios Advisors, Inc. | Holbrook, NY | Aug 2018 - Aug 2022 | 4 |
| Axa Advisors, LLC | New York, NY | Jul 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- NY
- TX
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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