Tsuneko Nakatani

Financial Adviser helping clients with custom tailored solutions to estate conservation, retirement planning, college funding, insurance protection, employee benefits, and other personal or business financial needs

Role
Financial Services Professional at NYLIFE Securities LLC
Location
Bellevue, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tsuneko Nakatani

Watching my father take care of my mother who died of cancer, and care for his aging…

Experience

  1. Financial Services Professional

    NYLIFE Securities LLC

    Feb 2018 — Present · Seattle, WA, US

    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Education

  • San Francisco State University

    MSBA

  • Kobe University

    BS

Skills

  • Insurance
  • Retirement
  • Life Insurance
  • Estate Planning
  • Licensed Life Insurance Agent
  • Retirement Planning
  • Protection Planning/Family Security
  • Wealth Preservation Planning
  • Financial Services
  • Multi-Generational Wealth Transfer
  • Key Person Protection
  • Multi-Generational Planning
  • Gifting Strategies
  • Legacies
  • Risk Management
  • Iras
  • Small Business
  • Auunity Sales
  • Multi-Tasking Skills
  • Income Protection
  • Key Person
  • Legaci
  • Guaranteed Lifetime Income
  • Long Term Care Insurance
  • Permanent Life Insurance
  • Personal Finance
  • Protection Planning
  • Retirement Income Strategies
  • Succession Planning
  • Wealth Pre
  • Wealth Transfer
  • Relationship Building
  • Business Development
  • Business Networking
  • Communication
  • Problem Solving
  • Sales Management
  • Workshop Facilitation
  • Strategic Planning
  • College Recruiting

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Tsuneko Nakatani — Financial Services Professional at NYLIFE Securities LLC in Bellevue, WA, US | Unifers