| Advisor Profile |
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| Disclaimer |
| Registered Representative and Investment Advisor Representative of and Securities and Investment Advisory Services offered through InterSecurities, Inc. (ISI), Member FINRA(www.finra.org), SIPC(www.sipc.org) and Registered Investment Advisor. Non-securities products and services are not offered through ISI. LD24841-01/08 |
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Business Description |
| At Global Financial Group, our purpose is to help our clients understand and realize their dreams by striving to accumulate, grow and preserve their wealth. The heart of our business is to establish client relationships based on values and knowledge so that we may help transform their goals, aspirations, and hopes into reality.
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General Information |
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| States Licensed in: |
WI, AZ, CA, FL, IA, MA
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| Years of Experience in Financial Services: |
16
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Education |
| Academic Background |
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| BS, Finance - Manchester College |
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Services |
| Investment Types: |
Variable Insurance Products, Real Estate, Alternative Investments, Mutual Funds, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65, National Association of Insurance & Financial Advisors
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| Securities Licenses: |
Series 63, Series 65, Life & Health, Series 7, Series 6
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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 |
| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Prepared By: |
Samuel Giordano |
| Most Recent Update: |
07/02/2008 |
Frequently Asked Questions |
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