Overview

Specialize in Private Money Management. I run Discretionary investment accounts made up of individual stocks, options, ETFs, bonds and some mutual funds. I am looking for referrals from other professionals (CPAs, TPAs, Financial Planners and Trustees) in regard to their investment portfolios.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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