I am a financial advisor working with Pioneer Financial Group to deliver personalized financial advice based on your situation, goals, and objectives
I am a registered representative and investment advisor representative of Securian Financial Services, Inc. I enjoy working with all types of people to ensure that they are getting the most out of their financial situation. Whether it is an individual, a family, or a business, I know that there are a number of ways to approach a problem. Each client has their own situation and I take pride in addressing each obstacle with the most appropriate solution. I hope to build great relationships with clients by providing them with excellent service that is personalized to their needs, goals, and objectives. I know that continuing my education is the best way to better service my clients. I have my Series 7 and 66 registrations and have my Producer's Insurance License in Rhode Island, Connecticut, and Massachusetts.
Securities and Investment Advisory Services offered through Securian Financial Services. Member FINRA/SIPC. Pioneer Financial Group is independently owned and operated. 117 Metro Center Blvd, Suite 2008 Warwick, RI 02886PH: 401-244-3200. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Website: www.pioneer-financial.com.
To provide personalized financial advice based on their needs, goals, and objectives for individuals, business owners, and their families.
I am a registered representative and investment advisor representative of Securian Financial Services, Inc. I enjoy working with all types of people to ensure that they are getting the most out of their financial situation. Whether it is an individual, a family, or a business, I know that there are a number of ways to approach a problem. Each client has their own situation and I take pride in addressing each obstacle with the most appropriate solution. I hope to build great relationships with clients by providing them with excellent service that is personalized to their needs, goals, and objectives. I know that continuing my education is the best way to better service my clients. I have my Series 7 and 66 registrations and have my Producer's Insurance License in Rhode Island, Connecticut, and Massachusetts.
Securities and Investment Advisory Services offered through Securian Financial Services. Member FINRA/SIPC. Pioneer Financial Group is independently owned and operated. 117 Metro Center Blvd, Suite 2008 Warwick, RI 02886PH: 401-244-3200. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Website: www.pioneer-financial.com.
