| Advisor Profile |
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Business Description |
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General Information |
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| Insurance License#: |
NY-1033563 & NJ-1175926
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| Name of Broker/Dealer: |
NYLIFE Securities LLC
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| States Licensed in: |
NY, NJ
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| States Willing to do Business in: |
NY,NJ
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| Years of Experience in Financial Services: |
2
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| Number of Years with Current Firm: |
2
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| I work with the following types of clients: |
Individual Investors, Businesses
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| Foreign Languages Serviced: |
Greek, Spanish
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Education |
| Academic Background |
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Johnson & Wales Class of 1996
N.Y.I.T @ Old Westbury Class of 1998 |
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Services |
| Investment Types: |
Mutual Funds, Insurance, Annuities
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Qualifications & Memberships |
| Securities Licenses: |
Series 63, Series 6
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity
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| Financial Organization Memberships: |
Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
100 - 999 employees
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Commissions
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| Prepared By: |
Michael Akapnitis |
Frequently Asked Questions |
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