Business Description

At Global Financial Group, our purpose is to help our clients understand and realize their dreams by accumulating, growing and preserving their wealth. The heart of our business is to establish strong client relationships based on values and knowledge so that we may transform their goals, aspirations, and hopes into reality.

General Information

Gender:

Male

CRD#:

2579197

Years of Experience in Financial Services:

Education

Academic Background

BA, Political Science - University of Wisconsin, Madison (1989)

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, Annuities, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Financial Consultant, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 6, Series 65, National Association of Insurance & Financial Advisors, Chartered Life Underwriter

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

Additional Details on Charges:

Charges always depend on the Client and the individual situation. Full disclosure is made and costs can be determined by what is best for the client.

Prepared By:

Timothy Dwyer

Most Recent Update:

07/02/2008