| Advisor Profile |
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Disclosure Link:
WiserAdvisor provides referr...
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| Disclaimer |
| Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., A Registered Investment Advisor. Member FINRA, SIPC.
U.S. Planning Group - A New York Corporation and Woodbury Financial Services are not affiliated entities.
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About US Planning Group |
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General Information |
| Years of Experience in Financial Services: |
7
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| States Licensed in: |
NY, NJ, CT, MN, SD, PA
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| Number of Years with Current Firm: |
6
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| Insurance License#: |
LA-994391 NY
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
Woodbury Financial Services
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Services |
| Investment Types: |
Mutual Funds, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Your Office, Our Office, Your Home
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Qualifications & Memberships |
| Securities Licenses: |
Series 6, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
50,000
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