Ana More' Email and Phone Number
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.
Nylife Securities Llc
View- Website:
- nylifesecurities.com
- Employees:
- 3416
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Registered Service AssistantOcean Wealth Feb 2023 - PresentMiami-Fort Lauderdale AreaSupporting the practice of Suzannah Richards CFP® ChFC® CLU® Financial Advisor. Providing quality financial strategies, and offering insurance and financial services to businesses and individuals.
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Registered Service AssistantNylife Securities Llc Mar 2023 - PresentMiami-Fort Lauderdale AreaRegistered Service Assistant with NYLIFE Securities, LLC providing administrative support with insurance and financial products.
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Financial Services ProfessionalNylife Securities Llc Nov 2011 - Jan 2023United StatesFinancial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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AgentNew York Life Insurance Company Mar 2011 - Jan 2023United StatesAgent licensed to sell insurance through New York Life Insurance Company -
Principal / ConsultantAm Consulting Aug 2009 - Mar 2011
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District Sales ManagerOffice Depot 2007 - 2009Boca Raton, Florida, United States -
DirectorTopp Service Solutions 2002 - 2004
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Director Of Sales-Miami / Director Of Process RedesignCellular One 1990 - 1997South Florida
Ana More' Education Details
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Business Administration And Management, General -
Marketing
Frequently Asked Questions about Ana More'
What company does Ana More' work for?
Ana More' works for Nylife Securities Llc
What is Ana More''s role at the current company?
Ana More''s current role is Registered Service Assistant for Suzannah Richards CFP® ChFC® CLU® specializing in Retirement Planning + Wealth Management.
What schools did Ana More' attend?
Ana More' attended University Of Florida - Warrington College Of Business, University Of Missouri-Kansas City, Florida Atlantic University - College Of Business.
Who are Ana More''s colleagues?
Ana More''s colleagues are Maribel Marquez, Marcus Carreon, Jorge Orozco, Melissa S., Warren R., I Jenkins Mikell, Iii, Clu®, Chfc®, Garrett Marques.
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