Hd Vest Financial Services
Registered Representative
Ncc Dba Ericson Financial & Insurance Services
Registered Representative
Principal Financial Group Sep 2016 - Dec 2016
Financial Representative
Axa Advisors Jan 2016 - Jun 2016
Registered Representative
Ncc Dba Kristina's Accounting Services Jan 2016 - Jun 2016
Chief Executive Officer
Education:
Notre Dame De Namur University 1988 - 1995
Bachelors, Economics, Finance
Skills:
403 B Annuity Sales Asset Allocation Charitable Giving Buy Sell Agreements 401 Retirement Savings Plans 401K Rollovers 529 Plans Business Continuity Planning College Funding Strategies Deferred Compensation Disability Insurance Estate Planning Executive Benefit Strategies Financial Analysis Fixed Annuities Group Life Income Protection Iras Key Person Insurance Life Insurance Long Term Care Insurance Mutual Funds Individual Pension Plans Retirement Planning Roth Ira Sep Ira Single Family Homes Simple Ira Survivor Income Whole Life Insurance Traditional Ira Universal Life Variable Annuities Wealth Accumulation Series 6 Series 63
Languages:
English Armenian Persian
Certifications:
Fixed Only Agent /Registered Representative, License S6 &Amp; 63: 1800283; L&Amp;H: 0K44226 Series 6 & 63; Ca Life and Health License S6 & 63: 1800283; L&H: 0K44226