Sagar Thakkar
Finance Professional helping individuals and business owners create, build, and preserve wealth
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sagar Thakkar
Whatever stage of life you are in, whether you are working to grow your assets or your…
Experience
Financial Services Professional
Sep 2018 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Skills
- Term Life Insurance
- Income Protection
- Annuity Sales
- Wealth Preservation Planning
- Employee Benefits Design
- Retirement Planning
- Life Insurance
- Multi-Generational Planning
- Estate Planning
- Small Business
- Long Term Care Insurance
- Gifting Strategies
- Asset Protection
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