Shreyang Vaidya
Financial Services Professional with NYLIFE Securities LLC and Licensed Agent with New York Life Insurance Company.
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Franklin Park, IL, US
- LinkedIn followers
- 500 followers
About Shreyang Vaidya
As a father of two young daughters and son of retire parents. I own a business to help my communities of young families and pre-retiree. I understand financial issues this market faces.My practice to helps my clients to maximize each hard-earned valuable dollar, so they can spend more in their retirement, save taxes and not worrying about their finances.I value open and honest communication and am committed to building long-term relation ships with all my clients and their families.I am proud to say that I have helped my family, as well as others who have dedicated their career towards families/ loved ones and meet their retirement goals.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. 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.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.AR ins lic #17•••••••75 N North Martingale Road Suite 1250Schaumburg, IL 60173Cell 77••••••12
Experience
Financial Services Professional
Feb 2018 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
Sardar Patel University
Bachelor's degree, Industrial Chemistry
2000 — 2003
Sardar Patel University, Vallabh Vidyanagar
Master of Science (M.Sc.), Paints and Coatings, Surface Coatings
2003 — 2005
Indira Gandhi National Open University
Master of Business Administration (MBA), Business, Management, Marketing, Finance Related Support Services
2004 — 2007
Skills
- Income Statement
- Inventory Management
- Coaching
- Asset Protection
- Customer Service
- Food Safety
- Sales
- Multi-Generational Planning
- Employee Benefits Plan
- Profit
- Estate Planning
- Retirement Planning
- Master Bussiness Administrative
- Business Development
- Wealth Preservation Planning
- Food
- Life Insurance
- Gifting Strategies
- Annuity Sales
- Merchandising
- Long Term Care Insurance
- Multi-Unit
- Food Service
- P&L
- Retail
- Small Business
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