Guy Riccardi
Portefeuillebeheerder-Aandelen bij United Asset Strategies, Inc.
Profiel
Mr. Michael G.
Riccardi is a Senior Financial Planner at United Asset Strategies, Inc. He has experience with fixed income, equity trading, and client service support, which allows him to aid the clients in meeting their financial goals and needs.
His responsibilities include helping clients to set proper investment targets and building portfolios.
Mr. Riccardi received his BA in Economics from Drew University in 2009.
Actieve functies van Guy Riccardi
Bedrijven | Functie | Begin |
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United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Portefeuillebeheerder-Aandelen | 01-09-2009 |
Opleiding van Guy Riccardi
Drew University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 1 |
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United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |