See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Douglas J. Licari profile image

Douglas J. Licari

CERTIFIED FINANCIAL PLANNER TM profes... at MassMutual
Intro Book
Experienced financial professional with over 40 years of experience in financial planning, estate planning, and investment advisory.
  • Claim this Profile
Location
East Meadow, New York, United States, US
Skills
  • Financial Planning
  • Estate Planning
  • Investment Advisory
  • Charity And Philanthropy Planning
  • Retirement Income Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Douglas J. Licari is a seasoned financial professional with over 40 years of experience in financial planning, estate planning, and investment advisory. He has held various roles at prominent companies including MassMutual, MetLife, Mutual of NY, and Prudential Financial. Licari has a strong educational background from Adelphi University and Sullivan County Community College. With extensive experience in the financial industry, Licari has developed a deep understanding of financial planning, estate planning, and investment advisory. He is a CERTIFIED FINANCIAL PLANNER TM professional and has a proven track record of delivering exceptional results for his clients.

Experience

  • MassMutual
    • East hills, ny
    • CERTIFIED FINANCIAL PLANNER TM professional
      • Jul 2016 - Present
      • East hills, ny
  • MetLife
    • East Hills, NY
    • Broker, Investment Adviser Representative, CERTIFIED FINANCIAL PLANNER™ Profe...
      • Mar 1999 - Jul 2016
      • East Hills, NY
  • Mutual of NY
    • Trainer
      • Jun 1997 - Mar 1999

      Training of new agents in insurance sales

  • Prudential Financial
    • Agent
      • Aug 1971 - Feb 1997

      Sales and Service of Insurance Products

Education

  • 1983 - 1985
    Adelphi University
  • 1967 - 1969
    Sullivan County Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles