Port Jefferson, New York, United States
I am dedicated to helping my clients meet their financial needs by focusing on the correct asset allocation mix. Although I offer traditional brokerage services, I strongly believe that fee based account management is an excellent compliment to my clients' long term financial planning and strategies. **Registered States** AZ,CA,CO,CT,DC,DE,FL,GA,MA,MD,ME,MI,NC,NJ,NM,NY,OH,PA,SC,TX,VA,WA Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872