David Nagy Email & Phone Number
President
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David Nagy Location
- New York, United States
David Nagy Work
- Financial Advisor @ (September 2016 - Present)
- President @ BNI - Signature (October 2015 - Present)
- Investment Advisor Representative @ Foresight Financial Planners, Inc (April 2005 - Present)
- President @ Foresight Financial Planners, Inc (January 2000 - Present)
- Advisor @ Legal Shield (January 2000 - Present)
- Registered Rep @ (April 2005 - September 2016)
- Mentor Coordinator @ BNI Signature (September 2012 - September 2013)
David Nagy Education
- Iroquois
Mathematics
1970-1979 - Hilbert College
Business (Management)
1976-1978
David Nagy Skills
- 401k
- Asset Allocation
- Customer Service
- Disability Insurance
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Health Insurance
- IRAs
- Individual Health Insurance
- Investment Management
- Investments
- Life Insurance
- Mutual Funds
- Pensions
- Retirement
- Retirement Planning
- Securities
- Series 7
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
David Nagy Summary
- David Nagy, based in New York, United States, is currently a President at BNI - Signature. David Nagy brings experience from previous roles at Securities America Inc., Foresight Financial Planners, Inc and Legal Shield. David Nagy holds a 1970 - 1979 Mathematics @ Iroquois. With a robust skill set that includes 401k, Asset Allocation, Customer Service, Disability Insurance, Estate Planning and more. David Nagy has 1 emails and 3 mobile phone numbers on RocketReach.
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