Danielle Tucker

Licensed Service Assistant at Ostberg & Associates Financial Services and Insurance
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Contact Information
us****@****om
(386) 825-5501
Location
Hampden County, Massachusetts, United States, US

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Bio

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Credentials

  • Certified Insurance Consultant License (Life & Health), Individual
    New York Life Insurance Company
    Jul, 2019
    - Nov, 2024
  • Insurance Consultant, Life
    New York Life Insurance Company
    Jul, 2019
    - Nov, 2024
  • SIE
    FINRA
  • Series 6
    FINRA
  • Series 63
    NASAA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Licensed Service Assistant
      • Dec 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Professional
      • Oct 2020 - Dec 2021

      Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • Jun 2019 - Dec 2021

      As a licensed Agent of New York Life Insurance Company, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. Show less

    • United States
    • Education Administration Programs
    • 200 - 300 Employee
    • Tutor
      • Aug 2018 - Jun 2019

    • United States
    • Government Administration
    • 700 & Above Employee
    • Volunteer
      • Jan 2018 - Apr 2019

      I am an IRS certified VITA/TCE volunteer, I currently volunteer at sites in Bridgeport to provide free tax services to low-income families and the elderly. I am an IRS certified VITA/TCE volunteer, I currently volunteer at sites in Bridgeport to provide free tax services to low-income families and the elderly.

    • United States
    • Import & Export
    • 1 - 100 Employee
    • Member
      • May 2018 - Aug 2018

    • United States
    • Higher Education
    • 700 & Above Employee
    • President
      • May 2017 - May 2018

    • Treasurer
      • Mar 2016 - May 2017

  • America Reads
    • New Bedford MA
    • Student Tutor
      • Sep 2015 - Dec 2017

      Actively ensuring the "No Child Left Behind Act" lives up to its name with hands on classroom help. Actively ensuring the "No Child Left Behind Act" lives up to its name with hands on classroom help.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Hostess
      • Jul 2016 - Nov 2017

    • United States
    • Food Production
    • 300 - 400 Employee
    • Cashier
      • Jul 2015 - Oct 2015

Education

  • University of Massachusetts Dartmouth
    Bachelor's degree, Business Administration and Management, Finance
    2014 - 2018
  • Sabis
    highschool diploma, General Studies
    2001 - 2014

Community

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