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My name is
Marat Likhtenstein. Welcome to my Web site.
As a John
Hancock financial professional and active member of my
community, I am dedicated to helping individuals and businesses
build their financial futures.
To stay
on top of my field and develop my professional skills, I’ve
regularly attended industry training and certification programs.
This includes completing the curriculum and passing the rigorous
exams for the:
Chartered Life Underwriter (CLU)
Certified
Financial Planner (CFP)
My academic
achievements include:
Bachelor's Degree in
Chemical Engineering from The Odessa Polytechnical Institute
Bachelor's Degree in
Finance & Investments from The Baruch College in New York
Master's Degree in
Finance & Investments from the Baruch College in
New york
My education, experience and professional
affiliations have fostered my practical approach to offering
financial services and advice to my clients. Rather than just
recommending a variety of unrelated products, first I’ll
consider your specific financial goals and investment objectives.
Working together, we’ll formulate a strategy to help you achieve
your goals. Then I’ll recommend the appropriate products and
services to help you execute your strategy.
Maintaining
a strong sense of community and a solid professional foundation
are very important to me.
I am an active member of the
following professional organisations & associations:
The Financial Planning Association
(FPA)
National Association of Insurance
and Financial Advisors (NAIFA)
Society of Financial Service
Professionals (SFSP)
Million Dollar Round Table
(MDRT)
My family
and I are active members of the Jewish Center
Nachlath Zion in Brooklyn, NY
Thank you
for visiting my website.
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