Experience

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  American Portfolios Financial Services

  • 4250 Veterans Memorial Highway Suite 420E Holbr...

  • Broker & Investment Advisor Representative

    • Feb 2011 - Present
    • 4250 Veterans Memorial Highway Suite 420E Holbr...

    American Portfolios Financial Services, Inc. (APFS) is a full-service broker/dealer and registered FINRA/SIPC member firm whose primary function is to support independent financial professionals in private practice. APFS has created a decidedly competitive presence in the industry as one of the t...

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  Ostapow Financial Services

  • Certified Financial Planner

    • Sep 1979 - Present

    What services should I expect to receive if I work with a financial planner?A financial planner will be able to provide services that cover each of the six steps in the financial planning process. 1. Establish and define the client-planner relationship.2. Gather client data, including goals.3. Analyze and evaluate your financial status.4. Develop and present financial planning recommendations and/or alternatives.5. Implement the financial planning recommendations.6. Monitor the financial planning recommendations.

  • Certified Financial Planner

    • Sep 1979 - Present

    Help develop financial plans to determine the probability of achieving one's goals inclusive of basic needs, wants and wishes.On-line aggregation of financial resources and liabilities to help clients visualize their overall financial profile.Implement plans by introducing products and services designed specifically to address their needs, wants and wishes. Monitor and adjust over time as needed to stay on track to goal.

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  Park Avenue Securities

  • 80 Crossways Park West Woodbury NY 11797

  • Registered Representative

    • Feb 2004 - Jan 2011
    • 80 Crossways Park West Woodbury NY 11797
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  College Aid Planning Services

  • Senior Partner

    • 2005 - 2011
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  Three Village Historical Society

  • Past President

    • 2009 - 2010
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  W.S.Griffith Securities

  • 100 Crossways Park West Woodbury NY 11797

  • Registered Representative

    • Jan 1979 - Jan 2004
    • 100 Crossways Park West Woodbury NY 11797

    Affliated companies:Home Life Insurance Company of NY and Phoenix Mutual Life Insurance Company merged in 1992 to become Phoenix Home Life Mutual. In June of 2001 they de-mutualized and the company was renamed Phoenix Life Insurance Company.