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Degrees
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Series 6, Series 63, BA in International Affairs, Investment Banking Certificate (NYU 2009)
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My Expert Service
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I provide unbiased and sophisticated (yet simple to understand) information and analysis to help you make the right choices when it comes to:
-Selecting your investment platform (type of brokerage/retirement accounts, managing firm, etc...)
-Negotiate management fees with your current advisors
-Review your current portfolios or the portfolios recommendations that were shown to you
-Analyze and recommend funds
-Set up investment strategies and asset allocation recommendations tailored to your risk tolerance, time frame, tax bracket and objective.
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Experience & Qualifications
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Wealth Management Advisor in New York with Top 5 banking & investment.
Latest Award: "Leader's Conference Award" for 2008 Performance & Customer Satisfaction
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Available Modes Of Communication
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email/chat
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Contact
Andrew L
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