Professional

 

To build a professional and meaningful relationship with my clients, I first like to understand what is important to them.  After knowing what their goals are, I can then be a valuable resource to helping them achieve what they feel is important.  I often do not conquer this task alone.  I work closely with a support team and network of niche focused specialists to ensure the proper steps are being taken in addressing clients' financial objectives.

In addition to meeting with clients, I focus time on teaching prospective associates about this great business and coaching them through training. 

Licenses:

FINRA Series 7 and 66.  (General Securities)

FINRA Series 9 and 10.  (Supervision)

Life, Accident and Health Insurance Producer.

Education

Degree Major Institution
Bachelor of Arts Journalism/Mass Communications - Economics New York University

Eddy Ricci Jr., CFP®, ChFC®

Financial Representative

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck