Mr. Rick Bloom CLU, CHfC, CFP
800 Westchester Avenue, N409
Rye Brook, NY 10573 |
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Education and Training:
BA Accounting, The American College
CLU
CHfC
CFP
Specialized Services Offered:
Personal Financial Planning
Business Continuation Planning
Estate and Retirement Planning
Distribution Planning
Community, Charitable or Professional
Organizations/Associations:
Member, Financial Planning Association
Volunteer, Multiple Sclerosis Society
Insurance Licensed In:
NY, CT, FL, NJ, MD, MA, VA
Registered
Representative and Financial Advisor of Park Avenue Securities LLC (PAS. Securities products and services offered through Park Avenue Securities LLC (PAS), a registered
broker-dealer and investment advisor. Strategies for Wealth is not affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC. www.finra.org
The Registered
Representative is securities licensed in the above mentioned states and is
strictly intended for individuals residing in those states. No offers may
be made or accepted from any resident outside these specified
states. |