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Degrees
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BS in Accounting
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My Expert Service
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I will discuss with you any of the below topics as well as items not necessarily mentioned here if it falls within my level of expertise:
1. Developing an investment plan and idea generation for the portfolio (stocks, bonds, options, commodities, etc)
2. Implementing the plan
3. Monitoring progress
4. Risks to consider
5. Valuation and portfolio management
6. Diversification
7. Industries and Sectors
8. Options on a stand alone basis
9. Options within a portfolio context (Covered Calls, long puts and calls)
10. Limited discussion on fixed income investments
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Experience & Qualifications
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CPA, Level 3 Candidate in CFA Program, Series 65
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Available Modes Of Communication
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email/chat
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Contact
enfcorp
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