Certified Financial Planner™ Professional
CurrentI offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies Disclosure Statement:I am licensed to sell insurance in: FL, NC, NJ, NY, PA, SC, VA I am licensed to sell securities in: CA, CO, CT, FL, GA, MD, MS, NC, NJ, NY, OH, PA, SC, TX, VA, VT I am a registered representative of and offer securities and investment advisory services and fee-based financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 250 Pehle Avenue - Suite 405 Saddle Brook, New Jersey 07663 / 973-237-0100Meridian Global Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
