Business Description

To build successful long term client relationships based upon trust, open communication and integrity.

Integrity is the most important trait in earning and retaining client trust. We will not compromise our principles and core values for any reason. Good character is our most important asset. We will never make promises we do not intend to keep.

We will always act with timeliness, patience and consistency. Knowledge and skills are not enough. They must be applied in a prompt and through manner.

We will always manage our client accounts with a conservative, patient and value oriented style, ever mindful of balancing risk and reward.

Client interests will always be placed first with utmost respect for the confidentially and privacy of each client.

General Information

Gender:

Male

CRD#:

2823820

Years of Experience in Financial Services:

Education

Academic Background

Degree in English - Clark University (1975)

Services

Investment Types:

International Investments, Options, Stocks, Other, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

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

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compensation & Fees

Fee % Based on Assets:

Prepared By:

William Ransome