Andee Shenocca
Managing Director-Investments Benjamin F. Edwards & Co. Morristown, NJ
- Role
- Managing Director-investments at Benjamin F. Edwards
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andee Shenocca
This information is intended for use only by residents of CA Insurance Lis…
Experience
Managing Director-investments
Nov 2021 — Present · Morristown, NJ, US
Skills
- Long-Term Care
- Personal Financial Planning
- Equities
- Series 65
- Retirement Plan Consulting
- Securities
- Series 63
- Estate Planning
- Series 7
- Life & Health Insurance Licenses
- Wealth
- Asset Management
- Investment Management
- College Savings Plans
- Tax Efficiency
- Financial Services
- Mutual Funds
- Saving for Education
- 401k Rollovers
- Rollovers
- General Securities Registered Representative
- Insurance
- Retirement
- Bonds
- Strategic Financial Planning
- Series 31
- Securities License
- Wealth Management Services
- Iras
- Financial Advisory
- Tactical Asset Allocation
- 401k
- Wealth Accumulation
- High Net Worth Individuals
- Fund of Funds
- Life Insurance
- Finance
- Investment Advisory
- Investment Strategies
- Alternative Investments
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