| Exceptional experience, honest, trustworthy, and always operating with the highest degree of integrity... |
Summary of Qualifications
More than ten years experience as a full time personal financial adviser.
Exceptional knowledge of the investment market.
In-depth knowledge of regulatory requirements.
Proven track record in achieving results
Highest degree of moral and business integrity
Professional Experience as Personal Financial Advisor
David Lerner Associates 2000 - 2004
Oppenheimer and Company 2004 - 2007
LPL Financial 2007-Present
- Consult with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
- Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
- Recommend strategies clients used to work toward their financial goals and objectives.
- Implement financial plan recommendations based on clients own risk tolerance.
- Prepare and interpret clients information such as investment performance reports, financial document summaries, and income projections.
- Review clients accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Contact clients with news of new financial products and changes to legislation regarding their savings and investments.
Licenses
- Representative Series 7
- Registered Investment Adviser Representative series 65
- Life and Health Insurance License
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| Salvatore Agnello |
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