Loren DeFalco, CFP
CB1 Capital, LLC
Certified Financial Planner in Port Washington, NY
Address:2 Haven Ave #205
Port Washington, NY 11050
About Loren DeFalco
Loren DeFalco is a financial professional at CB1 Capital, LLC located in Port Washington, New York. Loren DeFalco 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
Loren DeFalco 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:
Loren DeFalco2 Haven Ave #205
Port Washington, NY 11050
Phone Number:
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Website:
https://www.cb1cap.com/
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