Business Description

Each day we face difficulties in managing our finances. Inflation, taxes, debt, changing interest rates, and stock market swings - their effect can be unsettling. One thing we can be certain of is that the future will come, whether we are financially ready or not.

General Information

Gender:

Female

CRD#:

5071800

Firm CRD#:

14251

Name of Broker/Dealer:

MetLife Securities

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Foreign Languages Serviced:

Romanian

Services

Investment Types:

Annuities, Insurance, Mutual Funds, Financial Planning, Stocks, Bonds

Qualifications & Memberships

Securities Licenses:

Series 6, Series 63

Insurance and Annuity Licenses:

Casualty, Long Term Care, Variable Life, Disability, Annuity, Variable Annuity, Life

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

50000

Compensation Methods:

Flat Fee, Commissions, Based on Assets, Hourly

Prepared By:

Claudia Nanu