Business Description

Do you ever feel overwhelmed by all the financial decisions that you are responsible for? And, are you afraid that if you make one little mistake, it could have a severe impact on your retirement? If so, you are not alone.

At Wealth Mangement Group of North America, we specialize in providing innovative retirement income solutions to individuals and families, especially baby boomers. Our goal is to help you protect your assets and make sure you will be able to recreate your paycheck after retirement.

General Information

Gender:

Male

CRD#:

2289087

Years of Experience in Financial Services:

Education

Academic Background

Bachelor of Arts degree - Emory University (1989)

Currently matriculating towards a Certificate in Communication Skills from New York University (NYU), New York, NY.

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, Bonds, Stocks, Annuities, International Investments, Options, Real Estate, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Series 65, Series 6, Series 7, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

Hourly Rate:

150

Prepared By:

Brian Beck