At Unified Wealth Administration our advisors have met the stringent necessities obligatory to amass distinguished trade designations and are nicely-versed in all features of economic planning, tax planning, and wealth management. More than having all the answers, he prides himself on being able to establish probably the most essential financial questions purchasers face and then build a staff of specialists to find options. Monetary markets have been pushed by merger activity and by-product trading as a way of making value. Mr. Bunker joined Athena in 2009 with more than 25 years monetary providers experience and brings deep expertise in strategic planning and enterprise transformation inside the industry.

Mr. Winston made various promises in his 2013 agreement.. that, except as essential to perform his duties for Schwab, he would not use or disclose Schwab’s customer info, together with the identities of his prospects, even when he retained this info in his reminiscence,” Schwab emphasized in its complaints filed with the U.S. District Courtroom within the Japanese District of Virginia.

All through his career, his key aims have been to assist educate clients on core financial planning ideas and to supply objective planning and funding advice. Prior to founding Parallel, C.J. labored as a Financial Advisor for UBS Financial Services, a Administration Guide for Accenture PLC, and an Institutional Dealer for Hartfield, Titus & Donnelly.

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