Guy Riccardi
Gestor de Cartera-Acciones en United Asset Strategies, Inc. .
Perfil
Mr. Michael G.
Riccardi is a Senior Financial Planner at United Asset Strategies, Inc. He has experience with fixed income, equity trading, and client service support, which allows him to aid the clients in meeting their financial goals and needs.
His responsibilities include helping clients to set proper investment targets and building portfolios.
Mr. Riccardi received his BA in Economics from Drew University in 2009.
Cargos activos de Guy Riccardi
| Empresas | Cargo | Inicio |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Gestor de Cartera-Acciones | 01/09/2009 |
Formación de Guy Riccardi.
| Drew University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |
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