Fred Costantino
Chief Investment Officer bij S.E.E.D. Planning Group LLC
Actieve functies van Fred Costantino
Bedrijven | Functie | Begin | Einde |
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S.E.E.D. Planning Group LLC
S.E.E.D. Planning Group LLC Investment ManagersFinance S.E.E.D. Planning Group LLC (S.E.E.D.) is an independent, SEC-registered investment advisor headquartered in Binghamton, New York. Founded in 2012, S.E.E.D. offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans. | Chief Investment Officer | 01-06-2016 | - |
Loopbaan van Fred Costantino
Eerdere bekende functies van Fred Costantino
Bedrijven | Functie | Begin | Einde |
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MORGAN STANLEY | Corporate Officer/Principal | 01-09-2013 | 01-06-2016 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01-01-2009 | 01-09-2013 |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Corporate Officer/Principal | 01-04-2002 | 01-01-2009 |
Opleiding van Fred Costantino
State University of New York at Binghamton | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 3 |
Undergraduate Degree | 1 |
Chief Investment Officer | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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MORGAN STANLEY | Finance |
Bedrijven in privébezit | 3 |
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Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
S.E.E.D. Planning Group LLC
S.E.E.D. Planning Group LLC Investment ManagersFinance S.E.E.D. Planning Group LLC (S.E.E.D.) is an independent, SEC-registered investment advisor headquartered in Binghamton, New York. Founded in 2012, S.E.E.D. offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans. | Finance |
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