Charlie Stoll

Director Ejecutivo en

Winning Points Advisors LLC

71 años

20 relaciones

Finance

Consumer Services

Miscellaneous

Perfil

Charles Sutcliffe Stoll is the Managing Member at Winning Points Advisors LLC since 1989.
Mr. Stoll is the President & Trustee at WP Trust since 2015.
Formerly, Mr. Stoll was Principal at Mutual Service Corp.
in 2008.
Mr. Stoll completed undergraduate studies at Stetson University in 1977.

Cargos activos de Charlie Stoll

Empresas	Cargo	Inicio
Winning Points Advisors LLC Winning Points Advisors LLC Investment ManagersFinance WPA’s investment strategies and advice vary depending upon each client's unique financial situation. As such, the firm determines investments and allocations based upon the client’s predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. Client restrictions and guidelines may affect the composition of their portfolio.	Director Ejecutivo	01/06/1989
WP Trust WP Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund	Presidente	04/06/2015

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Antiguos cargos conocidos de Charlie Stoll.

Empresas	Cargo	Fin
Mutual Service Corp. Mutual Service Corp. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	31/12/2008

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Empresas relacionadas

Empresas privadas	4
Mutual Service Corp. Mutual Service Corp. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Stetson University Stetson University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Winning Points Advisors LLC Winning Points Advisors LLC Investment ManagersFinance WPA’s investment strategies and advice vary depending upon each client's unique financial situation. As such, the firm determines investments and allocations based upon the client’s predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. Client restrictions and guidelines may affect the composition of their portfolio.	Finance
WP Trust WP Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund	Miscellaneous