Sentences with phrase «as a financial adviser at»

Ryan works as a financial adviser at Janney Montgomery Scott LLC, a Garden City firm, and holds a master's degree in gerontology.

Not exact matches

Howard Rowen, a financial adviser at Bank of America in Los Angeles, told the Times that Snap's employees should think of this moment as a «once - in - a-lifetime» opportunity.

A former climate adviser to President Bill Clinton recently told the Financial Times he thought President Obama should okay Keystone at the same time as he unveils some new climate initiatives.

He had paid cash for her house in Gainesville, valued at roughly $ 900,000, but he says one of his financial advisers took a loan out against it in his name without his knowledge — which left Hearn - Pearson as one of her son's largest creditors.

FBN Capital of Lagos was involved as either a mandated lead arranger or financial adviser in a long list of debt deals valued at about $ 3 billion in 2013, maintaining its lead role in Nigeria's fast - growing market for project finance and structured finance.

In a statement, the healthcare services company focused on providing stem cell services, noted that it has been in discussion with its financial advisers with a view to a fundraising, in the absence of which the group is at risk of not being able to continue trading as a going concern.

But as time went on, I found myself increasingly at odds with my advisers on the means and methods used for ensuring the numerical and financial viability of the congregation.

Investigators have been looking at whether coaches at these schools have been paid by outside entities — such as financial advisers, agents, and apparel companies — in exchange for pressuring players to associate with those entities, people familiar with the investigation said.

A former policy adviser at the Treasury, Morgan is now making a name for herself as a top financial lobbyist.

His financial adviser at the time was found guilty of soliciting those bribes in 2005 and Mr Zuma was later sacked as deputy president.

She vetoed the now Foreign Secretary's job as a special adviser to the Treasury because he had no «financial and economic experience» at the age of 21.

Most financial advisers suggest that an individual should at least set aside enough funds that can cater for their 3 - 6 months total expenses as an emergency fund savings.

Financial adviser Patrick Fitzgerald of Sun Life Financial said the start of the year is a natural time to dust off financial plans and take a look at goals as the upcoming RRSP deadline and tax season apFinancial adviser Patrick Fitzgerald of Sun Life Financial said the start of the year is a natural time to dust off financial plans and take a look at goals as the upcoming RRSP deadline and tax season apFinancial said the start of the year is a natural time to dust off financial plans and take a look at goals as the upcoming RRSP deadline and tax season apfinancial plans and take a look at goals as the upcoming RRSP deadline and tax season approaches.

But here's where the debate starts to heat up: Though your financial adviser would have kittens at the thought of it, Bernstein and others, such as Stephen Jarislowsky, the billionaire Canadian money manager, say that if you plan to hold a large sum of money outside of an RRSP for a long period of time, you may indeed want to ditch the bonds altogether and go 100 % stocks.

For a more conservative portfolio of 65 % equity, (35 % bonds is about the «riskiest» allocation most financial advisers would suggest to clients, some go as far as 50 % in more conservative cases) the lowest and highest portfolio balance at the end was $ -301,852 to $ 4,921,485, with an average at the end of $ 1,543,147.

Although most financial advisers recommend at least starting a modest retirement plan as early as in your 20s, that doesn't always happen.

Financial advisers estimate the risk tolerance of investors by asking them a set of questions, such as «What would you prefer $ 50,000 right now or a 50 % chance at $ 200,000?»

As hybrid financial services proliferate, advisers who fail to offer comprehensive financial advice at a competitive price risk losing business.

At present, IEF offers more than 20 calculators, as well as hundreds of information sheets on everything from the basics of financial literacy, to questions you should ask your adviser.

When anyone asks about investing a windfall — or any large sum, such as a 401 (k) or IRA rollover — advisers and the financial press often recommend dollar - cost averaging, or investing the new money a little at a time.

Asset allocation The fixed - income portion of his portfolio is set at 30 per cent, equal to his age as most financial advisers would recommend.

But financial advisers say parents should consider becoming more conservative with investments as their children near graduation from high school and start looking at post-secondary options.

But if you're not at that stage yet, financial advisers say, it's important to start early and put aside as much as possible.

At LV = we're proud of the quality of service our financial advisers provide based on their high level of qualifications as well as up to date knowledge and experience.

It's like Personal Capital only in reverse, enlisting a human financial adviser at the very beginning to set your personal goals, then using sophisticated digital services to keep you in the know as you save.

He has also represented clients charged before the Financial Services and Markets Tribunal, as well as architects at the ARB and immigration advisers regulated by the OISC.

Vitaly Timokhov, a tax lawyer at Tax Chambers LLP, says the law firms could have been involved to incorporate the Canadian side of these companies, act as advisers for beneficiaries, or settlors of trusts, or help set up an offshore financial structure for companies to create «tax efficiencies.»

A policyholder should keep copies of a policy at an off - site location — such as in a safe deposit box, or with a lawyer or financial adviser — and make sure the beneficiaries know where the documents are kept and how to get access to them.»

The best way to fully understand all the ways you can use your life insurance proceeds is to talk to a financial adviser along with your knowledgeable life insurance agents such as you would find here at Huntley Wealth & Insurance Services.

At Smith Barney and other financial - services companies, applications are up for programs designed to train new financial advisers, the position most financial institutions rely on as their primary sales role, Romero said.