Personal Information
Organização/Local de trabalho
Cleveland/Akron, Ohio Area United States
Cargo
Director of Accountability & Financial Planner at Skylight Financial Group
Setor
Finance / Banking / Insurance
Sobre
I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
I am licensed to sell insurance in OH and securities in OH. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). OSJ address: 2012 West 25th Street, Suite 900, Cleveland, OH 44113. (216) 621-5680.
Marcadores
school
public
education
special
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