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is the marketing name for A.G.P./Alliance Global Partners, a registered investment adviser and broker-dealer, Member FINRA | SIPC. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.Ī.G.P.
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#Stifel nicolaus wealth tracker software
eMoney Advisor provides comprehensive financial planning software and technology solutions. and eMoney Advisor, LLC are not affiliated entities. We strive to make sure your interests become our interests. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Clearing and Custody.
We have Full-Service capabilities with a global ability to handle domestic as well as international customers. specializes in wealth management and the middle market institutional arena. Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. It is an exciting time for growth at AGP and we are happy that Stephen has chosen to be part of our team.”Ī.G.P.
#Stifel nicolaus wealth tracker professional
National Sales Manager Eric Steingruebner, JD, CFP® professional commented: “Adding another adviser with Stephen’s experience and track record of consistency is another example of our appeal to reps looking for a flexible platform to service their clients’ needs. “We spent considerable time making sure we would be the right fit for Stephen and are pleased that he has chosen to affiliate with AGP”.Ī.G.P. CEO/Executive Chairman Phil Michals, commented: “Stephen having spent 20 years at one firm shows his commitment to stability and continuity”.
#Stifel nicolaus wealth tracker series
Stephen has his Series 7, 65, 66, 24 and 4 licenses and was educated at Syracuse University, where he received his degree in Finance.Ī.G.P. Stephen has a balanced mix of advisory and brokerage business with a focus on customizing portfolios based on his clients’ goals. Stephen has spent more than 20 years with National Securities Corp, where he managed high net worth clientele. Stephen will be joining the wealth management division of AGP. Alliance Global Partners (“A.G.P.”) welcomes the arrival of Stephen Jones to its Madison Ave office. Capital provides investment management, financing, and leasing products and services to corporations, governments, and other institutions globally.A.G.P. Wealth Management offers wealth management and asset management products and services to high-net-worth individuals, families, foundations, and institutions worldwide. The Company’s business is organized into two segments: Wealth Management and Capital. We raise our PT by $2 to $57 (31% return) to reflect higher EPS and ROE, somewhat offset by lower market and group multiples.”Īrch Capital is a diversified financial services company that offers a wide range of asset management, financing, and investment products and services to corporations, governments, and other institutions worldwide. We believe that the Company will continue to capitalize on attractive P&C opportunities and protect its MI margins. The analyst commented, “We increase our EPS estimates for the next three years by 13%, 10%, and 6%, respectively, to reflect 2Q22’s beat, higher NII, and better underlying margin estimates through YE22. Jefferies analyst Yaron Kinar raised the price target on Arch Capital (NASDAQ: ACGL) to $57.00 (from $55.00) while maintaining a Buy rating.
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