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Home > Business & Finance > Investment > Mutual Funds > Doulk
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Doulk
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This expert is currently unavailable for sessions. We apologize for any inconvenience caused.
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Expert in:
Mutual Funds
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Rating:
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Languages:
English
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I have 6 years experience in investments and insurance. I have worked for both a brokerage firm and a bank. I manage 35 million dollars in mutual fund and variable annuities.
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Degrees
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Series 7, Series 63, Life and Health State License
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My Expert Service
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I have been helping my clients make respectable gains in the stock market and believe in diversification with yearly rebalancing. I believe in making the best return possible while minimizing risk. I am considered a conservative to moderate risk broker. I specialize in load and no-load mutual funds. I also am an expert with variable annuities. I also have a great knowledge of municipal bonds and bond funds. I am a straight shooter and believe in running an ethical and honest practice.
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Experience & Qualifications
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I manage 1500 client households. Their accounts range from $1,500 to 4.5 million dollars. The 35 million dollar book consists of 65% mutual funds (Stock and Bond). 20% Variable annuities (Hartford, John Hancock, Nationwide, ING). 15% Individual Stock and Bonds. I am loved by my clients by the way I make things simple to understand. I run monthly seminars and teach at the local high school (for free) an evening investment class for students and adults.
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Available Modes Of Communication
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email/chat
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Contact
Doulk
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