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DC

Daniel Cantor

Senior Financial Advisor @Self-Emplyed

Pomona, NY, US

EMAILS

[email protected]

MOBILE NUMBERS

+15•••••••77

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WORK HISTORY

Dec 2015 — Present

Senior Financial Advisor @Self-Emplyed

Risk Management, Retirement Planning, College Funding, Legacy Planning and Comprehensive Investment Management

EDUCATION

1966 — 1970

New York University - Leonard N. Stern School of Business

BS Marketing, Minor Economics

SKILLS

SecuritiesEstate PlanningRetirementBondsKey Person InsuranceIrasLife InsuranceFinanceSeries 63Financial PlannersFinraInsurance PlanningInvestmentsFixed IncomeInsuranceWealth ManagementFinancial PlanningFixed AnnuitiesFinancial AdvisoryFinancial ServicesUniform Combined State LawMutual FundsEmployee BenefitsPortfolio ManagementExecutive Benefits

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ABOUT DANIEL CANTOR

I provide total financial needs analysis in the areas of: • Retirement analysis…

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