Daniel Katzman
Financial Services Professional helping clients with custom tailored solutions to retirement planning, college funding, estate conservation, employee benefits, and other personal or business financial needs
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Daniel Katzman
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. San Clemente Drive, Suite 250, Newport Beach, CA, 92••••••••00 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Email: D••••••••@ft.newyorklife.com Website: CA Lic.# 42•••53
Experience
Financial Services Professional
Dec 2022 — Present
Financial Services Professional offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
The American College of Financial Services
Financial Planning and Services
Louisiana State University
Bachelor's degree with minor in Business Administration, Agricultural Business Finance
2018 — 2022
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