| Advisor Profile |
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Business Description |
Although it may sound obvious and over simplistic, we believe the best way to make money is not to lose money. Our goal is to avoid the unnecessary pot holes that often comes with investing and provides long-term capital growth along with a restful night's sleep.
At the Asset Management Group, Ltd. we specialize in developing personalized investment strategies that incorporate your risk tolerance, investment objective, diversification needs and long-term goals while providing the flexibility to change as your individual needs do.
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General Information |
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| Years of Experience in Financial Services: |
20
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| Foreign Languages Serviced: |
Russian
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Education |
| Academic Background |
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| JD - Washington University School of Law |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Juris Doctor, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Certified Financial Planner, Series 65, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Glenn Movish |
Frequently Asked Questions |
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