My goal is to identify the unique and individual needs of my clients so we can work together to achieve their financial stability. Expert advise for:
-Retirement Planning Strategies
-College Funding Strategies
-Investment Planning
-Investment Advisory Services
-Annuity Services
-Insurance Strategies
-Long Term Care Planning Strategies
-Critiical Illness Strategies
-IRA Distribution Planning
-401
(k) Distribution Planning
My professional licences include:
Office of the Insurance Commissioner of Puerto Rico
-Life
-Disability
-Variable
Health
FINRA
-Series 6
-Series 7
-Series 63
-Series 65
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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. AXA Advisors, AXA Network, AXA Equitable and MONY America are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this page does not necessarily indicate that this Financial Professional is able to transact business in your state. AGE-109295 (12/15) (exp. 12/17)
