Profil
Mr. Tolbert joined VASI in February 2001 and before that was a financial representative at Metropolitan Life Insurance (MetLife) for five years.
Mr. Tolbert has completed the National Association of Securities Dealers Series 6, Investment Company Products/Variable Contracts Representative Examination, Series 63, Uniform Securities Agent State Law Examination and Series 65, Uniform Investment Advisor Law Examination, proving proficiency in portfolio management and federal and state regulations.
A graduate of St. Bonaventure University, Mr. Tolbert holds a Bachelor of Arts degree in Communications and has an Associates degree from Corning Community College.
Hs is enrolled in the Certified Financial Planner (CFP) program through the College for Financial Planning.
Anciens postes connus de Lawrence P. Tolbert
| Sociétés | Poste | Fin |
|---|---|---|
Valicenti Advisory Services, Inc.
 Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti Advisory Services, Inc. (VASI) is an independent registered investment advisory firm headquartered in Elmira, New York. The firm was founded by Vince Valicenti in 1984. VASI provides discretionary investment advisory services and financial services to individuals, banks, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and business entities. | Membre du Comité d'Investissement | 31/12/2006 |
Metropolitan Life Insurance Co.
 Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/01/2001 |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Valicenti Advisory Services, Inc.
Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti Advisory Services, Inc. (VASI) is an independent registered investment advisory firm headquartered in Elmira, New York. The firm was founded by Vince Valicenti in 1984. VASI provides discretionary investment advisory services and financial services to individuals, banks, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and business entities. | Finance |
Metropolitan Life Insurance Co.
Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Finance |
