Bill Totten Email and Phone Number
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Bill Totten personal email
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Bill Totten is a Mostly Retired at Self-Employed at NYLIFE Securities LLC. He possess expertise in 401k rollovers, asset protection, business insurance planning, licensed in long term care insurance, licensed life and health insurance agent and 3 more skills.
Nylife Securities Llc
View- Website:
- newyorklife.com
- Employees:
- 31117
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Mostly RetiredSelf-Employed Jun 2017 - PresentEnjoying wearing a tie very infrequently and appreciating being in good health and living in an area which is home to many lifetime memories and friends.
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Financial Services ProfessionalNylife Securities Llc Jul 2015 - PresentOne Bala Plaza, Suite 641, Bala Cynwyd, Pa 19004Registered Representative offering securities products and services through NYLIFE Securities LLC. Member FINRA/SIPC. A licensed insurance agency.
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Financial Advisor InvestmentsEdward Jones Dec 2010 - Oct 2014Lafayette Hill, PennsylvaniaAfter initial training from the Ambler Office, a new Edward Jones Office was opened for me in Lafayette Hill (Whitemarsh Township), PA in September 2011. I was the only employee at this office and was ranked in the top 10% every month through September 2014 based on Average Assets Under Management per Household. I won the "Zeke McIntyre Pioneer Award" for the year 2012.
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Financial AdvisorWells Fargo Advisors, Llc 1995 - Nov 2010I began in the Horsham, PA office in 1995 as an Investment Broker with A.G. Edwards & Sons. A.G. Edwards was acquired by Wachovia Securities in 2007 and was subsequently merged into Wells Fargo Advisors. -
Manager Of Financial Compliance, NaoOtis Elevator 1990 - 1994I was Manager of Financial Compliance for North American Operations of Otis Elevator which is part of United Technologies and headquartered in Farmington, CT.
Bill Totten Skills
Bill Totten Education Details
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Pennsylvania Institute Of Certified Public AccountantsCpa -
Accounting -
Economics -
Plymouth-Whitemarsh High SchoolCollege Prep
Frequently Asked Questions about Bill Totten
What company does Bill Totten work for?
Bill Totten works for Nylife Securities Llc
What is Bill Totten's role at the current company?
Bill Totten's current role is Mostly Retired at Self-Employed.
What is Bill Totten's email address?
Bill Totten's email address is bi****@****hoo.com
What is Bill Totten's direct phone number?
Bill Totten's direct phone number is +184328*****
What schools did Bill Totten attend?
Bill Totten attended Pennsylvania Institute Of Certified Public Accountants, Temple University, Cornell University, Plymouth-Whitemarsh High School.
What are some of Bill Totten's interests?
Bill Totten has interest in 1996 2006, West Soccer Parents, 1970, 2001 And 2002, President, 2008, Youth Baseball Coach, Penndel League, 1993, 1984.
What skills is Bill Totten known for?
Bill Totten has skills like 401k Rollovers, Asset Protection, Business Insurance Planning, Licensed In Long Term Care Insurance, Licensed Life And Health Insurance Agent, Mutual Funds, Retirement Planning, Wealth Preservation Planning.
Who are Bill Totten's colleagues?
Bill Totten's colleagues are Lauren Lukacs, Gwenn Gomez-Reyes, Artie Keegan, Paris H., Rosani Hernandez, Dianne Lovell-Ridgel, Cole Gamache.
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Bill Totten
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