FRANK A. PASSARELLI, CLU, ChFC RESUME

EMPLOYMENT HISTORY :

****-**** ********** @ KPMG IN NEW YORK CITY

****-**** *** ******** ********* FOR THE ARTS & HUMANITIES ; WASHINGTON, DC

****-**** ****NCIAL REPRESENTATIVE @ NEW YORK LIFE INSURANCE CO & NEW YORK LIFE & ANNUITY CORPORATION

1978-1994 REGISTERED REPRESENTATIVE @ NYLIFE SECURITIES, INC

1994-2005 REGISTERED REPRESENTATIVE @ PARK AVENUE SECURITIES, LLC

1982-2011 PRESIDENT; LIFE & HEALTH INSURANCE BROKER @ PASSARELLI & ASSOCIATES, INC.

1994-2013 REGISTERED INVESTMENT ADVISOR REPRESENTATIVE @ PARK AVENUE SECURITIES, LLC

FINANCIAL REPRESENTATIVE; @ THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

2013- 2015 REGISTERED INVESTMENT ADVISOR @ OHIO NATIONAL EQUITY SALES COMPANY (ONESCO)

FINANCIAL REPRESENTATIVE @ OHIO NATIONAL LIFE INSURANCE COMPANY

2014-PRESENT FINANCIAL CONSULTANT @ FRANK A. PASSARELLI, CLU, CHFC

ACCREDITATION:

CHARTERED LIFE UNDERWRITER, AMERICAN COLLEGE, 1984

CHARTERED FINANCIAL CONSULTANT, AMERICAN COLLEGE, 2001

EDUCATION:

WAKE FOREST UNIVERSITY; 1958-1960

FAIRLEIGH DICKINSON UNIVERSITY, 1962-1965

BACHELOR OF SCIENCE DEGREE @ FAIRLEIGH DICKINSON UNIVERSITY; JUNE, 1965

MASTER’S DEGREE; FINANCE AND TAXATION; THE AMERICAN COLLEGE; JUNE; 2005

PROFESSIONAL FOCUS

‘ INDIVIDUAL AND BUSINESS PLANNING DESIGNED FOR THE PROFESSIONAL(S) SEEKING LONG-TERM AND TAX –ADVANTAGED GOALS IN A CONSERVATIVE/MODERATE FINANCIAL PORTFOLIO. ALSO TO SAFEGUARD CLIENTS ASSETS AND ELIMINATE LONGEVITY RISK.

REFERENCES

AVAILABLE UPON REQUEST

PROFESSIONAL

‘ 42 YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY