My Qualifications
As a Financial Services Representative with Barnum, I work with you to maximize your return on any financial products or investments taking into consideration your personal financial objectives, time horizon, and risk tolerance.
- I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA License Insurance # 0G34743
- Financial Planner
- Special Care Planner
- Wealth Management Adviser
- Registered Representative
- RICP, CLU, ChFC, ChSNC
- Member of Ed Slott's Master Elite IRA Advisor Group
- MBA- Finance, Fordham University
- Kellogg Graduate School of Management-Executive Program: Credit Analysis, Equity Valuation & Financial Reporting