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Financial Advisor, Registered Representative

Business Philosophy:
Using my thirty five plus years of business management and experience to provide my clients, their families and business with financial, healthcare and retirement strategies. Using my skills to help provide my clients the guidance to protect their assets and achieve their financial goals. I strive to become a lifetime resource to each of my clients.

I am proud to be a part of the Long Beach/South Shore community. I take great pride in working side by side with the families and businesses that reside here, building long term relationships and helping my clients to make sence of economic uncertainties and the financial challenges of the times.

 

Qualifications:

  • Licensed to offer Life, Disability Income, Health Insurance & Annuities in New York, New Jersey, South Carolina & Florida.
  • Certified Long Term Care Specialist by the Corporation for Long Term Care Certification.
  • Certified in Long Term Care Partnership in New York, New Jersey, Florida and South Carolina.
  • Investment Advisor Representative of Park Avenue Securities, LLC.
  • Graduate of The American College earned the Life Underwriter Training Council Fellow Designation.
     

Personal:

  • A resident for over forty - five years in the Long Beach/South Shore area of Nassau County.
  • Family: A resident of Harbor Isle with my significant other Michele Kivolowitz.
  • Hobbies: Sports, Travel, Restaurants.
  • Honors: 2010 Recipient of the Professional of The Year Award from the Vision of Hope Foundation.    

Organizations:

  • Executive Vice President of the Long Beach NY Chamber Of Commerce.
  • Member of the National Care Planning Council For Long Term Care.
  • Member of the American Association for Long-Term Care Insurance.
  • Member of The Center for Long Term Care Reform.
  • Member of the National Association of Insurance and Financial Advisors.
  • Charter Member of ElderCare Matters Alliance.
     
  • FINRA: http://www.finra.org

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 25 Carle Road, Westbury, NY 11590. Securities products and services offered through PAS (516) 334-4900. NRL Wealth Creation Strategies LLC is not an affiliate or subsidiary of PAS.
PAS is a member FINRA, SIPC.

Financial Specialist, The Guardian Life Insurance Company of America, New York, N.Y. 

Mark Tannenbaum is a Registered Representative of and offers securities and services through Park Avenue Securities LLC (PAS) 25 Carle Road, Westbury, NY 11590, (516) 334-4900. NRL Wealth Creation Strategies LLC is not an affiliate or subsidiary of PAS.
PAS is a member FINRA, SIPC.

The Registered Representative is securities licensed in NY, NJ and FL and material is strictly for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be constued by an consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be considered by a representative that is registered in the state where the consumer and/or prospective client reside. 

 

 

 

 
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