Albert R. Copland
Agent with New York Life helping families and business owners develop a sound financial strategy
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Williamsburg, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Albert R. Copland
I offer a variety of products that can help you meet a number of insurance and financial…
Experience
Financial Services Professional
May 1992 — Present · Williamsburg, VA
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Skills
- Long Term Care Insurance
- Roth Ira
- Iras
- Financial Advisory
- Series 7
- 401k
- Estate Planning
- Series 63
- Disability Insurance
- Wealth Accumulation
- Mutual Funds
- Wealth Management
- Life Insurance
- 401k Rollovers
- Strategic Financial Planning
- Long-Term Care
- Fixed Annuities
- Whole Life
- Universal Life
- Retirement
- College Savings Plans
- Financial Planning
- Term Life Insurance
- Insurance
- Retirement Planning
- Financial Planners
- Asset Allocation
- Securities
- Buy-Sell Agreements
- Series 6
- Variable Annuities
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