David Nagy Location
- New York, United States
David Nagy Work
- 2016 - now Financial Advisor @
- 2015 - now President @ BNI - Signature
- 2005 - now Investment Advisor Representative @ Foresight Financial Planners, Inc
- 2000 - now President @ Foresight Financial Planners, Inc
- 2000 - now Advisor @ Legal Shield
- 2005 - 2016 Registered Rep @
- 2012 - 2013 Mentor Coordinator @ BNI Signature
David Nagy Education
- Iroquois
(Mathematics)
1970 - 1979 - Hilbert College
Business (Management)
1976 - 1978
David Nagy Skills
- Estate Planning
- Investments
- Strategic Financial Planning
- FINRA
- Retirement Planning
- Mutual Funds
- Securities
- Wealth Management
- Asset Allocation
- Life Insurance
- Investment Management
- Pensions
- Fixed Annuities
- Financial Services
- Finance
- 401k
- Small Business
- Financial Advisory
- Health Insurance
- Individual Health Insurance
- Series 7
- Retirement
- Disability Insurance
- IRAs
- Customer Service
- Strategic Planning
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 Iroquois. With a robust skill set that includes Estate Planning, Investments, Strategic Financial Planning, FINRA, Retirement Planning and more. David Nagy has 1 emails and 2 mobile phone numbers on RocketReach.
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