As a financial advisor I provide a wide range of services from investment management to retirement planning. 

Experience

Financial Advisor

Royal Alliance Services

June 2021 - Current

Financial Advisor

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC

Apr 2008 - June 2021

Financial Advisor

JanneyMontgomeryScott

Jan 2001-Apr 2008 

Financial Advisor 

Gruntal and Co.

Sep 1980 - Jan 2001

Education

C.W. Post College of Long Island University

Bachelor of Science in Finance

Volunteer Experience

Board Member

Townwide Fund of Huntington

April 2011 - Current

Community chest for various charities

Board Member

Help America Hear Foundation

May 2009- Current

Raising funds for visually impaired and hearing impaired people.

Chairman of the golf committee

President

Melville Chamber of Commerce

Sep 2004 - March 2019 14 years 7 months

Licenses & Certifications

Accredited Asset Management Specialist(sm), AAMS(r)

College for Financial Planning

Issued Oct 1996

Credential ID 00304855