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Randy Altavilla, CLU®, ChFC®, MSM, MSFS, AEP, RICP®

Randy Altavilla, CLU®, ChFC®, MSM, MSFS, AEP, RICP®

Financial Advisor

Focus: Insurance Strategies, Business Owners, Retirement Strategies, Estate Planning, Investment Strategies

Business Experience:
Sales Manager and Co-General Agent of the leading Penn Mutual Agency 1980 – 2000
LUTC Instructor 1985 – 1992
Agency Trainer 1997 – 2000
Managing Director – MetLife 2000 – 2007
Managing Sales Director I – MetLife 2007- July 2016
Lead the firm’s Advisor Teaming initiative and worked with nine advisor teams
Managing Sales Director – MassMutual Long Island Metro July 2016 – 2017
Lead firm Advisor Teaming initiative and support our top advisors
Adjunct Professor – The American College 2007 – Present
Adjunct Professor – C.W. Post 2007 – 2018
Registered Principal

Honors and Awards:

MetLife Leader’s Conference Qualifier 2001 – 2012
National Quality Award (Now called the NAIFA Quality Award)* 1981 – 2000
Life and Qualifying Member of MDRT 1990 – 2000
Platinum National Management Award – GAMA 2001 – 2005
Penn Mutual Management Award 1985 – 1999
Outstanding Citizen Award Citation – Nassau County, NY 1993
Who’s Who in Finance and Business 1995

Education / Professional Designations:
BA in Economics – Queens College (1975)
CLU (Chartered Life Underwriter – 1985)
ChFC (Chartered Financial Consultant – 1986)
MSM (Masters of Science in Management – 1996)
MSFS (Masters of Science in Financial Services – 1997)
AEP (Accredited Estate Planner – 1997)
RICP (Retirement Income Certified Professional – 2015)
Series 7, 24, 9, 10, 24 

Professional Associations:
NAIFA – Past President of Nassau, Long Island Chapter
SFSP – Past President of Nassau, Long Island Chapter
GAMA – Past President of Nassau, Long Island Chapter
Nassau Estate Planning Council
Representing several insurance carriers and investment 

Personal:

Trustee and Board Member for Daytop Village, Inc. – New York, NY 1990 – 2012
Board Member and Treasurer for Country Pointe at Smithtown HOA
*The National Quality Award is now called the NAIFA Quality Award.

 

I am licensed to sell Insurance Products in the following jurisdictions:
California, Connecticut, Florida, Massachusetts, Missouri, New Jersey, New York, Pennsylvania, Arizona, North Carolina, Texas, Virginia

 

I am licensed to sell Securities Products in the following jurisdictions:
Arizona, California, Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, Pennsylvania, Nevada, Maryland, Georgia, Texas, Washington

 

Randy Altavilla CLU®, ChFC®, MSM, MSFS, AEP, RICP®, Hauppauge, NY, CA Insurance Lic.# 0F00444

 

 

Randy Altavilla CLU®, ChFC®, MSM, MSFS, AEP, RICP® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, Tel: (516) 364-4203

 

CRN202112-257462

Contact Info 

Phone: 631-851-5930
E-Mail: RandyAltavilla@financialguide.com

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