| Advisor Profile |
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| Disclaimer |
| Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information regarding the fund. To obtain a prospectus, contact your Financial Advisor and/or Raymond James Financial Services. PLEASE READ THE PROSPECtUS CAREFULLY BEFOR INVESTING.
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Business Description |
| My top priority for my clients is always be to stay focused on their ultimate financial goals and not be distracted by day to day movements. My considerable and varied experience in the investment industry allows me to offer advise that isn't based on emotional reactions to short term economic trends or market movements. Instead, I help investors build solid investsement plans that are modified as required by fundemental changes in the economic enviornment. Striving for top performance. |
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General Information |
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| Years of Experience in Financial Services: |
35
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Education |
| Academic Background |
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Bachelor of Arts degree - University of Bridgeport (1965)
MBA, Economics - St. Johns University (1972) |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Alternative Investments, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 63, Masters of Business Administration, Series 7, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65
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Firm Information |
| Number of Advisors in Office: |
Over 1000 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.5
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| Prepared By: |
Mitchell Frank |
Frequently Asked Questions |
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