Jeanna Lui, CFP
Estate of David Rockefeller Family Office
Certified Financial Planner in Flushing, NY
Address:4020 167th St
Flushing, NY 11358
About Jeanna Lui
Jeanna Lui is a financial professional at Estate of David Rockefeller Family Office located in Flushing, New York. Jeanna Lui holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeanna Lui provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeanna Lui4020 167th St
Flushing, NY 11358
Phone Number:
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Website:
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