Robert H. Petrocelli

Robert H. Petrocelli

Registered Representative @New York Life

New York, NY, US
MOBILE NUMBERS
+16•••••••87

Signup · Get unlimited contacts

WORK HISTORY

Jan 1979 — Present

Registered Representative @New York Life

View department →

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. 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. Petrocelli Financial Services LLC is not owned or operated by New York Life Insurance Company or its affiliates.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.

EDUCATION

N/A

University of South Carolina-Columbia

Bachelor of Business Administration

SKILLS

Ira RolloversRetirement Planning401k RolloversCharitable GivingBusiness Succession PlanningPersonal FinanceBusiness Insurance PlanningAsset ProtectionKey Person InsuranceInvestmentsBuy-Sell AgreementsEstate PlanningLife Insurance StrategiesLifetime Income Strategies

ABOUT ROBERT H. PETROCELLI

Since 1979, I have been providing holistic financial strategies to business owners…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Robert H. Petrocelli — Email, Phone Number & Contact Info | Unifers