Jeffrey Loiselle, CLU®

Investment Advisor Representative

CA Insurance Lic.#0C46973
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Jeffrey Loiselle joined MetLife in 1994 as an Account Representative at Wall Street Planning Associates, Ltd. after his previous career in law enforcement. He draws on the experiences and skills from outside the business to develop and foster relationships. Jeff is also an active mentor sponsoring several candidates in the business. He is strategic in his use of planning in all aspects of his life.

He has earned his Financial Planner title and completed industry required examinations such as: Series 6, 7 and 63. He is a life member of the Million Dollar Round Table. In 2007 he reached the milestone of Court of the Table. Jeff was named Most Valuable Player at Wall Street Planning Associates in 1999 and 2000 and also, the agency’s Circle of Honor 2000. In 2001, while with MetLife, Jeff also received the Triple Crown Award and qualified for the 2001 Atlantic Zone Millennium Club.

He holds a membership in the National Association of Insurance and Financial Advisors (NAIFA). He has also achieved the designation of Charted Life Underwriter (CLU) from the American College on September 1, 2012. He has been a guest speaker and presenter at numerous events such as “Building a Financial Planning Practice” seminar.

Today, Jeff continues his career at Fortis Lux Financial and continues to help his clients achieve their goals and financial objectives through a holistic financial planning approach.

Domiciled in NY.