Ana More'
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Ana More' Email & Phone Number

Registered Service Assistant for Suzannah Richards CFP® ChFC® CLU® specializing in Retirement Planning + Wealth Management at NYLIFE Securities LLC
Location: Miami, Florida, United States 8 work roles 3 schools
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Current company
Role
Registered Service Assistant for Suzannah Richards CFP® ChFC® CLU® specializing in Retirement Planning + Wealth Management
Location
Miami, Florida, United States
Company size

Who is Ana More'? Overview

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Quick answer

Ana More' is listed as Registered Service Assistant for Suzannah Richards CFP® ChFC® CLU® specializing in Retirement Planning + Wealth Management at NYLIFE Securities LLC, a company with 3416 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Ana More'.

Ana More' previously worked as Registered Service Assistant at Ocean Wealth and Registered Service Assistant at Nylife Securities Llc. Ana More' holds Bsba, Business Administration And Management, General from University Of Florida - Warrington College Of Business.

Company email context

Email format at NYLIFE Securities LLC

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NYLIFE Securities LLC

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Profile bio

About Ana More'

I am a Registered Service Assistant with NYLIFE Securities, LLC (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. I provide administrative support for Suzannah Richards CFP®ChFC®CLU® Financial Advisor at Ocean Wealth. We specialize in Retirement Planning and Wealth Management. I am licensed to provide information and routine services on your policies. I am registered to discuss financial products with clients.Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Ocean Wealth4524 N. Federal HighwayFt. Lauderdale, FL 33308(954) 958-4217Neither Ocean Wealth nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions. Ocean Wealth is not owned or operated by New York Life Insurance Company or its affiliates.

Current workplace

Ana More''s current company

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NYLIFE Securities LLC
Nylife Securities Llc
Registered Service Assistant for Suzannah Richards CFP® ChFC® CLU® specializing in Retirement Planning + Wealth Management
new york, new york, united states
Employees
3416
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8 roles · 36 years

Ana More' work experience

A career timeline built from the work history available for this profile.

Registered Service Assistant

Current
Ocean Wealth

Miami-Fort Lauderdale Area

Supporting the practice of Suzannah Richards CFP® ChFC® CLU® Financial Advisor. Providing quality financial strategies, and offering insurance and financial services to businesses and individuals.

Feb 2023 - Present

Registered Service Assistant

Current

Miami-Fort Lauderdale Area

Registered Service Assistant with NYLIFE Securities, LLC providing administrative support with insurance and financial products.

Mar 2023 - Present

Financial Services Professional

United States

Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Nov 2011 - Jan 2023

Principal / Consultant

Am Consulting
Aug 2009 - Mar 2011

District Sales Manager

Boca Raton, Florida, United States

2007 - 2009 ~2 yrs

Director

Topp Service Solutions
2002 - 2004 ~2 yrs

Director Of Sales-Miami / Director Of Process Redesign

South Florida

1990 - 1997 ~7 yrs
Team & coworkers

Colleagues at NYLIFE Securities LLC

Other employees you can reach at nylifesecurities.com. View company contacts for 3416 employees →

3 education records

Ana More' education

FAQ

Frequently asked questions about Ana More'

Quick answers generated from the profile data available on this page.

What company does Ana More' work for?

Ana More' works for NYLIFE Securities LLC.

What is Ana More''s role at NYLIFE Securities LLC?

Ana More' is listed as Registered Service Assistant for Suzannah Richards CFP® ChFC® CLU® specializing in Retirement Planning + Wealth Management at NYLIFE Securities LLC.

Where is Ana More' based?

Ana More' is based in Miami, Florida, United States while working with NYLIFE Securities LLC.

What companies has Ana More' worked for?

Ana More' has worked for Ocean Wealth, Nylife Securities Llc, New York Life Insurance Company, Am Consulting, and Office Depot.

Who are Ana More''s colleagues at NYLIFE Securities LLC?

Ana More''s colleagues at NYLIFE Securities LLC include Cole Chaudoin, Scott Peltier, Serge Tinovsky, Ricp, Jared Heatwole, and Yitong Delancer.

How can I contact Ana More'?

You can use AeroLeads to view verified contact signals for Ana More' at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.

What schools did Ana More' attend?

Ana More' holds Bsba, Business Administration And Management, General from University Of Florida - Warrington College Of Business.

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