Prosperity, LLC

Description

Prosperity's partners not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be uniquely qualified and talented women. Our staff is always ready to address your concerns, answer your questions, and put you at ease. Jacqueline Endlich , CRPC ®, AIF ®, a registered securities principal and branch manager, has more than 35 years of experience in the financial services industry specializing in equity research and operations. Her professional experience includes Dupont Glore Forgan and the research firm of Mitchell Hutchins. From 1996 through 2005, Jacqueline was employed by Robert J. Reby & Company Incorporated, in various managerial roles, including director of operations. As a financial advisor, she sat on the financial planning committee, the investment policy committee, and was named Financial Planner of the Year in 2004. As a CHARTERED RETIREMENT PLAN COUNSELOR ®, her practice concentrates on the financial, social, and psychological issues of women and seniors, and as an Accredited Investment Fiduciary™, she demonstrates knowledge and competency in the area of fiduciary responsibility. Jacqueline has FINRA Series 6, 7, 63, 65, and 24 securities registrations and the Life and Health Insurance license in New York, Connecticut, and Florida. She is certified to sell long-term care insurance approved by the New York and Connecticut State Partnerships for Long-Term Care. Back to top Kristina TenEyck , CFP ®, CCPS, has over 18 years of experience in the financial services industry, specializing in tax, estate, and college planning. A graduate of St. Thomas Aquinas College, with a BS in Mathematics, Kristina has also taken graduate courses at Pace University. Kristina's professional experience includes Goldberg Financial Services, where she started in operations and later became a registered representative. In addition, from 1997 through 2005, Kristina was employed by Robert J. Reby & Company, Inc,. in various roles, including director of financial planning. She has earned the CERTIFIED FINANCIAL PLANNERTM certification and the CERTIFIED COLLEGE PLANNING SPECIALIST designation. Kristina has FINRA Series 7, 24, 63, and 65 securities registrations and the Life and Health Insurance license in New York and Connecticut. Kristina is also a New York State Certified Partnership agent authorized to sell New York State Long-Term Care Partnership insurance policies. Back to top Michele Blanchard , CFP ®, CDFA ®, has over 15 years of experience in the financial services industry, specializing in comprehensive financial planning, as well as in divorce financial planning issues. Michele is dedicated to assisting individuals through the financial complexities of divorce, both during and after settlement. Her professional career started at Premier National Bank in the Management Training Program; she later became a registered representative. From 2000 through 2005, Michele was employed by Robert J. Reby & Company, Incorporated, as a financial planner. She is a CERTIFIED FINANCIAL PLANNERTM professional and a CERTIFIED DIVORCE FINANCIAL ANALYSTTM.

Fact sheet

Products & services

Similar companies nearby