Fred Costantino
Director de Inversiones en S.E.E.D. Planning Group LLC .
Cargos activos de Fred Costantino
Empresas | Cargo | Inicio | Fin |
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S.E.E.D. Planning Group LLC
S.E.E.D. Planning Group LLC Investment ManagersFinance S.E.E.D. Planning Group LLC (S.E.E.D.) is an independent, SEC-registered investment advisor headquartered in Binghamton, New York. Founded in 2012, S.E.E.D. offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans. | Director de Inversiones | 01/06/2016 | - |
Historial de carrera de Fred Costantino
Antiguos cargos conocidos de Fred Costantino.
Empresas | Cargo | Inicio | Fin |
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MORGAN STANLEY | Corporate Officer/Principal | 01/09/2013 | 01/06/2016 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01/01/2009 | 01/09/2013 |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Corporate Officer/Principal | 01/04/2002 | 01/01/2009 |
Formación de Fred Costantino.
State University of New York at Binghamton | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Corporate Officer/Principal | 3 |
Undergraduate Degree | 1 |
Chief Investment Officer | 1 |
Sectorial
Finance | 5 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas cotizadas | 1 |
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MORGAN STANLEY | Finance |
Empresas privadas | 3 |
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Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Finance |
S.E.E.D. Planning Group LLC
S.E.E.D. Planning Group LLC Investment ManagersFinance S.E.E.D. Planning Group LLC (S.E.E.D.) is an independent, SEC-registered investment advisor headquartered in Binghamton, New York. Founded in 2012, S.E.E.D. offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans. | Finance |
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