New York Life Securities, LLC
Industry: Company
DescriptionCustomer service: 1 (800) 695-4785 Founded: 1969 Parent organizations: New York Life Insurance Company, NYLIFE, LLC
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New York Life Securities, LLC Employees
Employee
Years
Job
Industry
G. Scott Hayden, CLU®, ChFC®, MBA G. Scott Hayden, CLU®, ChFC®, MBA's New York Life Securities, LLC Experience 1987 - Present
Job Founder and Principal of Hayden Financial & Insurance Solutions, Specializing in Financial, Business, & Estate Planning
Industry Financial Services
Experience
Hayden Financial & Insurance Solutions 1987 - Present
The Nautilus Group June 2003 - Present
Eagle Strategies, LLC 2003 - Present
New York Life Insurance Company May 1998 - Present
New York Life Securities LLC 1987 - Present
Skills
Estate Planning, Retirement Planning, Business Succession, Long-term Care, Customer Service, Retirement, Investments, Insurance, Strategic Planning, Small Business, 401(k) Rollovers, Long Term Care Insurance, Asset Protection, Key Person Protection, Life Insurance..., Legacy Planning, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Business Succession..., Multi-Generational..., Wealth Preservation..., Wealth Transfer...
Education
Leadership San Ramon Valley
Graduate
St. Mary's College of California 1983 — 1985
Masters of Business Administration
Baldwin-Wallace College
Baschelor of Arts, Finance
The American College
Chartered Financial Consultant, ChFC
The American College
Chartered Life Underwriter, CLU
Hayden Financial & Insurance Solutions 1987 - Present
The Nautilus Group June 2003 - Present
Eagle Strategies, LLC 2003 - Present
New York Life Insurance Company May 1998 - Present
New York Life Securities LLC 1987 - Present
Skills
Estate Planning, Retirement Planning, Business Succession, Long-term Care, Customer Service, Retirement, Investments, Insurance, Strategic Planning, Small Business, 401(k) Rollovers, Long Term Care Insurance, Asset Protection, Key Person Protection, Life Insurance..., Legacy Planning, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Business Succession..., Multi-Generational..., Wealth Preservation..., Wealth Transfer...
Education
Leadership San Ramon Valley
Graduate
St. Mary's College of California 1983 — 1985
Masters of Business Administration
Baldwin-Wallace College
Baschelor of Arts, Finance
The American College
Chartered Financial Consultant, ChFC
The American College
Chartered Life Underwriter, CLU
Paul Moisio Paul Moisio's New York Life Securities, LLC Experience 2009 - 2011
Job Financial Advisor
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - March 2011
New York Life Securities LLC 2009 - 2011
John Thomas Financial March 2008 - May 2009
Troma Entertainment January 2000 - August 2003
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Loans, Series 63
Education
Columbia University in the City of New York 2004 — 2007
Bachelor of Arts (B.A.), Comparative Literature and Creative Writing
New York University 2003 — 2004
Bachelor of Business Administration Candidate (B.B.A.), Business Leadership and Management, 3.98 GPA
New York Film Academy 1999 — 2000
Graducate Certificate, Directing, Acting, Screenwriting, Cinematography, and Producing
USC
New York Life Insurance Company January 2009 - March 2011
New York Life Securities LLC 2009 - 2011
John Thomas Financial March 2008 - May 2009
Troma Entertainment January 2000 - August 2003
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Loans, Series 63
Education
Columbia University in the City of New York 2004 — 2007
Bachelor of Arts (B.A.), Comparative Literature and Creative Writing
New York University 2003 — 2004
Bachelor of Business Administration Candidate (B.B.A.), Business Leadership and Management, 3.98 GPA
New York Film Academy 1999 — 2000
Graducate Certificate, Directing, Acting, Screenwriting, Cinematography, and Producing
USC
Feifei Li Feifei Li's New York Life Securities, LLC Experience October 2013 - November 2013
Job Student at Fordham University
Industry Financial Services
Experience
NEW YORK LIFE SECURITIES, LLC October 2013 - November 2013
BAPPLE INC. August 2013 - September 2013
Bank of China June 2013 - July 2013
BELLAGIO CUISINE March 2012 - May 2012
China Construction Bank July 2011 - August 2011
China Construction Bank January 2009 - February 2009
Skills
Financial Modeling, Financial Accounting, Accounting, Portfolio Management, Managerial Finance, Bloomberg, Cash Flow, VBA, SPSS, Financial Analysis, Valuation, Corporate Finance, Economics, Investments, Microsoft Excel, Personal Financial...
Education
Fordham University 2012 — 2013
Master's degree, Global Finance, 3.88
East China University of Science and Technology 2008 — 2012
Bachelor of Economics, Insurance, 3.44
NEW YORK LIFE SECURITIES, LLC October 2013 - November 2013
BAPPLE INC. August 2013 - September 2013
Bank of China June 2013 - July 2013
BELLAGIO CUISINE March 2012 - May 2012
China Construction Bank July 2011 - August 2011
China Construction Bank January 2009 - February 2009
Skills
Financial Modeling, Financial Accounting, Accounting, Portfolio Management, Managerial Finance, Bloomberg, Cash Flow, VBA, SPSS, Financial Analysis, Valuation, Corporate Finance, Economics, Investments, Microsoft Excel, Personal Financial...
Education
Fordham University 2012 — 2013
Master's degree, Global Finance, 3.88
East China University of Science and Technology 2008 — 2012
Bachelor of Economics, Insurance, 3.44
BABATUNMISHE OKE BABATUNMISHE OKE's New York Life Securities, LLC Experience August 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Securities LLC August 2013 - Present
David O. Awe, CPA & Consultants October 2010 - July 2013
TVG Asset Management May 2006 - September 2010
Woldanny Plastics May 1996 - September 2009
VARIOUS BANKS January 1990 - May 2006
EXCEL PLASTICS LIMIT February 1988 - January 1990
EXCEL PLASTICS INDUSTRIES January 1986 - January 1990
Cross River State Government April 1988 - June 1988
EXCEL PLASTICS LIMIT February 1987 - January 1988
CROSS RIVER RUBBER AND PLASTICS FACTORY January 1987 - March 1987
Skills
Investments, Leadership, Risk Management, Management, Start-ups, Manufacturing, Strategic Planning, Fixed Income, Budgets, New Business Development, Lean Manufacturing, Project Planning, Banking
Education
University of Lagos 1988 — 1990
MBA, Finance
University of Lagos 1986 — 1987
MSc, Mechanical Engineering
Obafemi Awolowo University 1979 — 1984
BSc, METALLURGICAL AND MATERIALS ENGINEERING
New York Life Securities LLC August 2013 - Present
David O. Awe, CPA & Consultants October 2010 - July 2013
TVG Asset Management May 2006 - September 2010
Woldanny Plastics May 1996 - September 2009
VARIOUS BANKS January 1990 - May 2006
EXCEL PLASTICS LIMIT February 1988 - January 1990
EXCEL PLASTICS INDUSTRIES January 1986 - January 1990
Cross River State Government April 1988 - June 1988
EXCEL PLASTICS LIMIT February 1987 - January 1988
CROSS RIVER RUBBER AND PLASTICS FACTORY January 1987 - March 1987
Skills
Investments, Leadership, Risk Management, Management, Start-ups, Manufacturing, Strategic Planning, Fixed Income, Budgets, New Business Development, Lean Manufacturing, Project Planning, Banking
Education
University of Lagos 1988 — 1990
MBA, Finance
University of Lagos 1986 — 1987
MSc, Mechanical Engineering
Obafemi Awolowo University 1979 — 1984
BSc, METALLURGICAL AND MATERIALS ENGINEERING
Andy Heiniluoma Andy Heiniluoma's New York Life Securities, LLC Experience 2011 - 2012
Job
Industry Investment Management
Experience
Salience, LLC 2014 - Present
Pharmatest Services Ltd 2012 - Present
New York Life Securities, LLC 2011 - 2012
Aalto University School of Science and Technology 2008 - 2010
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2004 - 2006
Citizens Bank 2002 - 2004
Guardian Investor Services, LLC 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Investments, Business Development, Cognitive Neuroscience, International Trade, Entrepreneurship, Sales, Start-ups, Strategic Financial..., Strategy, Finance, Venture Capital, Marketing Strategy, Strategic Partnerships, Analysis, New Business Development, Management, Connected Health, Financial Planning, Market Research, Asset Management, Portfolio Management, Equity Research, Derivatives, ETFs, Valuation, Economics, International Business, Mutual Funds
Education
Aalto University, Finland 2007 — 2011
M.Sc. Studies
University of Massachusetts, Amherst 1992 — 2001
B.A.
Turku Law School, Finland 1997 — 1999
Certificate
Salience, LLC 2014 - Present
Pharmatest Services Ltd 2012 - Present
New York Life Securities, LLC 2011 - 2012
Aalto University School of Science and Technology 2008 - 2010
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2004 - 2006
Citizens Bank 2002 - 2004
Guardian Investor Services, LLC 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Investments, Business Development, Cognitive Neuroscience, International Trade, Entrepreneurship, Sales, Start-ups, Strategic Financial..., Strategy, Finance, Venture Capital, Marketing Strategy, Strategic Partnerships, Analysis, New Business Development, Management, Connected Health, Financial Planning, Market Research, Asset Management, Portfolio Management, Equity Research, Derivatives, ETFs, Valuation, Economics, International Business, Mutual Funds
Education
Aalto University, Finland 2007 — 2011
M.Sc. Studies
University of Massachusetts, Amherst 1992 — 2001
B.A.
Turku Law School, Finland 1997 — 1999
Certificate
Nathan Clark (LUTCF) Nathan Clark (LUTCF)'s New York Life Securities, LLC Experience May 2009 - Present
Job Financial Professional helping families and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Pamela (Pam) Harrison Pamela (Pam) Harrison's New York Life Securities, LLC Experience June 2011 - November 2011
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch November 2011 - April 2014
New York Life Securities, LLC June 2011 - November 2011
Prudential Financial June 2009 - October 2010
Harrison Financial June 2003 - May 2008
Karsch Capital, LLC October 2002 - June 2003
JLF Asset Management, LLC May 2001 - July 2002
Education
University of South Carolina-Columbia 1984 — 1987
Business
University of South Carolina
Morgan Stanley Wealth Management April 2014 - Present
Merrill Lynch November 2011 - April 2014
New York Life Securities, LLC June 2011 - November 2011
Prudential Financial June 2009 - October 2010
Harrison Financial June 2003 - May 2008
Karsch Capital, LLC October 2002 - June 2003
JLF Asset Management, LLC May 2001 - July 2002
Education
University of South Carolina-Columbia 1984 — 1987
Business
University of South Carolina
Jay DeMarzo Jay DeMarzo's New York Life Securities, LLC Experience May 2003 - October 2006
Job Senior Partner at New York Life/NYLIFE Securities
Industry Financial Services
Experience
New York Life/NYLIFE Securities September 2012 - Present
New York Life/NYLIFE Securities October 2006 - September 2012
New York Life Securities, LLC May 2003 - October 2006
Education
Southern New Hampshire University 2000 — 2003
Bachelor's degree, Business Administration, 3-Year Honors Program
New York Life/NYLIFE Securities September 2012 - Present
New York Life/NYLIFE Securities October 2006 - September 2012
New York Life Securities, LLC May 2003 - October 2006
Education
Southern New Hampshire University 2000 — 2003
Bachelor's degree, Business Administration, 3-Year Honors Program
Michael Wares Michael Wares's New York Life Securities, LLC Experience July 2013 - Present
Job Registered Representative at New York Life Securities, LLC
Industry Financial Services
Experience
New York Life Securities, LLC July 2013 - Present
Skills
Investments, Retirement Planning, Asset Protection, Small Business, 401k Rollovers, Retirement, Succession Planning, Estate Planning, Insurance, Public Speaking, Leadership, Financial Services, Securities, Microsoft Office, PowerPoint, Finance
Education
Binghamton University
School of Management, Bachelor of Science (B.S.), with Honors
New York Life Securities, LLC July 2013 - Present
Skills
Investments, Retirement Planning, Asset Protection, Small Business, 401k Rollovers, Retirement, Succession Planning, Estate Planning, Insurance, Public Speaking, Leadership, Financial Services, Securities, Microsoft Office, PowerPoint, Finance
Education
Binghamton University
School of Management, Bachelor of Science (B.S.), with Honors
Stephen Markin Stephen Markin's New York Life Securities, LLC Experience October 2013 - Present
Job Financial Services Professional at New York Life Securities LLC
Industry Financial Services
Experience
New York Life Securities LLC October 2013 - Present
Fifth Third Securities 1999 - 2009
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Allocation, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Small Business, Financial Services, Investments, Mutual Funds, Variable Annuities
Education
Indiana State University 1973 — 1976
Bachelor of Applied Science (B.A.Sc.), Finance and Economics, 3.75
Mater Dei High School Evansville IN
New York Life Securities LLC October 2013 - Present
Fifth Third Securities 1999 - 2009
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Allocation, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Small Business, Financial Services, Investments, Mutual Funds, Variable Annuities
Education
Indiana State University 1973 — 1976
Bachelor of Applied Science (B.A.Sc.), Finance and Economics, 3.75
Mater Dei High School Evansville IN
Steven Glaser Steven Glaser's New York Life Securities, LLC Experience February 2008 - Present
Job Agent at New York Life Insurance Company helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
New York Life Securities LLC February 2008 - Present
New York Life Insurance Company February 2008 - Present
Aerenson Glaser Capital 2000 - 2007
University of California San Francisco 1990 - 2000
Lincoln Property Company 1985 - 1990
Arthur Andersen & Co. 1979 - 1985
Skills
Licensed Life and..., Sales Management, Customer Service, Research, Strategic Planning, Marketing, Leadership, Securities, Disability Insurance, Retirement Planning, Long-term Care, 401k Rollovers
Education
University of Massachusetts, Amherst 1977 — 1979
MBA Finance & Accounting, Accounting and Finance
Brandeis University 1973 — 1977
Bachelor's Degree, Economics, Economics
Framingham North/South High School 1969 — 1973
New York Life Securities LLC February 2008 - Present
New York Life Insurance Company February 2008 - Present
Aerenson Glaser Capital 2000 - 2007
University of California San Francisco 1990 - 2000
Lincoln Property Company 1985 - 1990
Arthur Andersen & Co. 1979 - 1985
Skills
Licensed Life and..., Sales Management, Customer Service, Research, Strategic Planning, Marketing, Leadership, Securities, Disability Insurance, Retirement Planning, Long-term Care, 401k Rollovers
Education
University of Massachusetts, Amherst 1977 — 1979
MBA Finance & Accounting, Accounting and Finance
Brandeis University 1973 — 1977
Bachelor's Degree, Economics, Economics
Framingham North/South High School 1969 — 1973
Joshua McClellan Joshua McClellan's New York Life Securities, LLC Experience 2008 - 2012
Job Compliance Consultant at 1st Global
Industry Investment Management
Experience
1st Global September 2015 - Present
1st Global March 2014 - September 2015
1st Global December 2012 - March 2014
New York Life Securities LLC 2008 - 2012
Skills
FINRA Series 7, 24, 63,..., Investments, Securities, Financial Services, Financial Advisory, Investment Strategies, Trading, FINRA, Security, Mutual Funds, Wealth Management, Retirement Planning, Retirement, Series 7, Insurance, Series 63, Series 24, Asset Allocation, Equities, Financial Planning, Investment Advisory, Uniform Combined State...
Education
The University of Texas at Dallas
Bachelor of Arts (B.A.), History, Summa Cum Laude
University of Houston
1st Global September 2015 - Present
1st Global March 2014 - September 2015
1st Global December 2012 - March 2014
New York Life Securities LLC 2008 - 2012
Skills
FINRA Series 7, 24, 63,..., Investments, Securities, Financial Services, Financial Advisory, Investment Strategies, Trading, FINRA, Security, Mutual Funds, Wealth Management, Retirement Planning, Retirement, Series 7, Insurance, Series 63, Series 24, Asset Allocation, Equities, Financial Planning, Investment Advisory, Uniform Combined State...
Education
The University of Texas at Dallas
Bachelor of Arts (B.A.), History, Summa Cum Laude
University of Houston
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