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About New England Financial |
Since 1835, New England Financial has been building a reputation for
integrity and reliability. Today, we are recognized as a premier life
insurance and financial services organization committed to our
clients.
New England Financial is a MetLife affiliated company.
MetLife has a long tradition of integrity and financial strength and a
reputation for delivering on promises to its policyholders. |
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General Information |
| Years of Experience in Financial Services: |
20
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| States Licensed in: |
TX, NJ, SC, VA, IL
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| Name of Custodial Firm: |
Pershing
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| Number of Years with Current Firm: |
1
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| Insurance License#: |
1387145
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| Work with the following types of clients: |
Businesses, Individual Investors, Veterans
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| Name of Broker/Dealer: |
New England Financial- A Met Life Company
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| States Willing to do Business in: |
TX, NJ, SC, VA, IL
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Services |
| Investment Types: |
Mutual Funds, Annuities, Insurance, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Securities Licenses: |
Series 6, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Disability
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| Financial Organization Memberships: |
AALTCI
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| Non-Financial Organization Memberships: |
American Legion, Disabled Veteran's
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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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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$500
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