Danielle Tucker
Licensed Service Assistant at Ostberg & Associates Financial Services and Insurance- Claim this Profile
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Bio
Credentials
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Certified Insurance Consultant License (Life & Health), Individual
New York Life Insurance CompanyJul, 2019- Nov, 2024 -
Insurance Consultant, Life
New York Life Insurance CompanyJul, 2019- Nov, 2024 -
SIE
FINRA -
Series 6
FINRA -
Series 63
NASAA
Experience
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Ostberg & Associates Financial Services and Insurance
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United States
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Financial Services
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1 - 100 Employee
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Licensed Service Assistant
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Dec 2021 - Present
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NYLIFE Securities LLC
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United States
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Financial Services
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700 & Above Employee
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Financial Services Professional
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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.
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Agent
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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
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Great Oaks
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United States
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Education Administration Programs
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200 - 300 Employee
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Tutor
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Aug 2018 - Jun 2019
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Internal Revenue Service
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United States
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Government Administration
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700 & Above Employee
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Volunteer
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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.
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Titan USA Inc
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United States
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Import & Export
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1 - 100 Employee
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Member
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May 2018 - Aug 2018
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University of Massachusetts Dartmouth
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United States
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Higher Education
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700 & Above Employee
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President
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May 2017 - May 2018
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Treasurer
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Mar 2016 - May 2017
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America Reads
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New Bedford MA
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Student Tutor
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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.
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Olive Garden
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United States
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Restaurants
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700 & Above Employee
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Hostess
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Jul 2016 - Nov 2017
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Price Rite Supermarket
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United States
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Food Production
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300 - 400 Employee
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Cashier
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Jul 2015 - Oct 2015
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Education
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University of Massachusetts Dartmouth
Bachelor's degree, Business Administration and Management, Finance -
Sabis
highschool diploma, General Studies