Paradigm Wealth Management Llc May 2016 - Jan 2018
Regional Vice President
The Gallagher Financial Group Member of the May 2016 - Jan 2018
Founder and President
First Allied Securities Jul 2003 - May 2016
Certified Financial Planner
Wells Fargo Apr 2001 - Jul 2003
Financial Advisor
Morgan Stanley Aug 1998 - Apr 2001
Financial Advisor
Education:
Stockton University 1984 - 1988
Bachelors, Bachelor of Arts, Management
Skills:
Financial Planning Retirement Planning Trusts Estate Planning Investments 401K Insurance Wills Wealth Management Asset Protection Insurance Planning Retirement Investment Advisory Financial Advice Special Needs Planning Strategic Financial Planning Financial Planners Portfolio Management Securities Asset Allocation Series 7 Finance Financial Services Fixed Annuities Series 63 Financial Advisory Investment Strategies Alternative Investments Asset Management Qualitative Research Lecturing Psychology Analysis Research University Teaching Science Higher Education Spss Statistics Research Design Academic Writing Data Analysis Public Speaking
Financial and Retirement Planner of NJ at First Allied Securities Inc, Member FINRA/SIPC
Location:
Greater New York City Area
Industry:
Financial Services
Work:
First Allied Securities Inc, Member FINRA/SIPC since Jul 2003
Financial and Retirement Planner of NJ
Wachovia Securities Apr 2001 - Jul 2003
Financial Advisor
Morgan Stanley Smith Barney Aug 1998 - Apr 2001
Financial Advisor
Merrill Lynch Aug 1995 - Aug 1998
Financial Consultant
Education:
Richard Stockton College of New Jersey 1984 - 1988
Bachelor of Arts, Management
FDU