
Timeline
About me
Vice President at Heritage Financial Advisory
Education
Center moriches high school
-Farmingdale state college
-Financial managementActivities and Societies: Mens Soccer, Leadership Committee
Experience
Heritage financial advisory
Nov 2006 - nowFinancial advisorAt Heritage Financial Advisory, we're dedicated to ensuring you reach your full potential so you can have a lasting impact on the people and causes that matter most to you. So, we make a point of emphasizing preparation, education, and execution every step of the way. And with our podcasts, weekly educational emails, and online videos, we provide a multitude of insights to help you feel fully equipped to take on whatever life throws at you. Life is an incredible gift, let us help you make the most of it. Show less
Asktheadvisor.com
May 2017 - nowFounderAskTheAdvisor is my personal and professional effort to help motivate people to achieve their financial goals and empower them to live a life they love. Whether it’s business, personal finances, or life... I want to see people succeed. This is my love, my passion, and my purpose. This community is my personal hub for all the information and resources you will need to get informed, inspired, and motivated to set big goals and SMASH them.If you know me, you know that I believe a huge part of success is helping others succeed. I want to make a difference. I want to give back. Thank you for stopping by and giving me a chance to do so Show less
Licenses & Certifications
Series 7 licensing
Financial industry regulatory authority (finra)Series 6 licensing
Financial industry regulatory authority (finra)Aif®, accredited investment fiduciary
Fi360May 2015Series 63 licensing
Financial industry regulatory authority (finra)Investment advisory representative licensing
Financial industry regulatory authority (finra)Chartered financial consultant (chfc)
The american college of financial servicesJan 2022
Volunteer Experience
Basketball Referee
Issued by Special OlympicsAssociated with Mike Desepoli
Member
Issued by Kiwanis InternationalAssociated with Mike Desepoli
Member
Issued by PinkTie.Org - Pink Tie Event on Apr 2016Associated with Mike Desepoli
Recommendations
Stefano pinti
Management Director presso Pinti ConsulenzeTermoli, Molise, ItalyFabian boon
Interieurbouwer bij WSBDesign.ComEderveen, Gelderland, NetherlandsChristian danilo palacios sarauz
Ingeniero Informático - Quality Assurance Analyst (QA) - Automation EngineerQuito, Pichincha, EcuadorJaymee kiefer
Veterinary ReceptionistJacksonville, North Carolina, United StatesEsra vural almalı
Matematik ÖğretmeniTürkiyeGabriel ihemadu
Financial Advisor/AnalystWinnipeg, Manitoba, KanadaMoses odipo
Center Head- Karen Platinum Branch at KCB Bank GroupNairobi County, KenyaDivyadharshini m
Programmer Analyst at CognizantIndiaJacopo zinoni
Assistente operativoBrescia, Lombardy, ItalyWaishnav bute
Country Manager | Project Management | Company Operations | Lean Six Sigma Black Belt | C2W MentorPune, Maharashtra, India
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