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  Basic information
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    Tests
         
  Test Date: 4
     License
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  Jeffrey  Woolf
   
  Employer:
  Company: National Asset Management 
  Company Address:  120 Broadway Suite 2840 
  Company Address2:   
  Company In City:  New York 
  Company In State:  New York
  Company In Zip:  10271 
  Business Phone:  (866) 380-0022 
  Website:   
  Title:  CERTIFIED FINANCIAL PLANNER™ 
  Profile Updated on:   
   
  Educational Background:
  School Major Year Of Graduation
 
2nd Year
Degree

 
 
4 Year
Degree
 
Masters
 
Masters+
 
Professional Qualifications
 
   
   
  Description Of
Professional Career:
My primary job is to create a relationship with you. Too many people in my business feel the products and returns are the only thing deserving of focus. Don’t get me wrong, returns and the products are important – but only insofar as they are tools to meet your goals. Working together to meet your goals means creating a relationship that goes beyond just what stocks or funds or annuities are interesting. I enjoy this “getting-to-know you” aspect of the business and make it a primary part of how I do business.
 
  Investment Philosopy:
   
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  Favorite Sector : Basic Materials, Conglomerates, Consumer Goods, Financial, Healthcare, Industrial Goods, Services, Technology, Utilities

 
 
Product Mix    
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