Joseph Faragi

Plus aucun poste en cours

Finance

Consumer Services

Profil

Mr. Faragi joined Roosevelt Investments in 2004.
Previously, he was with Charles Schwab, where he served as Senior Investment Consultant and focused on private client services and served as part of branch management.
His prior experience also includes financial, retirement, educational, and estate planning as well as conducting portfolio analysis and rebalancing services for clients.
Mr. Faragi received a BA from Monmouth University and currently holds his Series 65 license.

Anciens postes connus de Joseph Faragi

Sociétés	Poste	Fin
CHARLES SCHWAB	Corporate Officer/Principal	-
The Roosevelt Investment Group LLC The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.	Gestionnaire de Portefeuille-Actions	25/11/2010

Voir l'expérience en détail de Joseph Faragi

Formation de Joseph Faragi

Monmouth University

Undergraduate Degree

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