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Degrees
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Series7,63,66 Acredited Asset Management Specialist
Certified Wealth Management Specialist
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My Expert Service
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I can help you with your investment portfolio to maximize your returns and help meet your goals.
Whether it be growth, income, or safety of principle.
I have many clients who I have helped to maximize their returns and reach or exceed their goals. An important aspect of this process is regular monitoring all the way down to daily tracking with changes made where necessary. All concepts are explained in plain english and simplification is an important part of my process.
In addition tax implications are important.
Estate planning is another area of expertise.
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Experience & Qualifications
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12 years experience working with retirees, job changers, families and individuals.
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Available Modes Of Communication
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email/chat
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Contact
Brian Parker
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