Charlie Stoll
Directeur Général chez Winning Points Advisors LLC
Postes actifs de Charlie Stoll
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Winning Points Advisors LLC
 Winning Points Advisors LLC Investment ManagersFinance Winning Points Advisors LLC (WPA) is an independent registered investment advisor headquartered in Boca Raton, Florida. Founded in 1989, WPA offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Directeur Général | 01/06/1989 | - |
| Gestionnaire de Portefeuille-Actions | 01/06/1989 | - | |
| Compliance Officer | 01/06/1989 | 01/01/2022 | |
WP Trust
 WP Trust Finance/Rental/LeasingFinance WP Trust operates as an open-end investment management company. The company was founded on June 4, 2015 and is headquartered in Boca Raton, FL. | Directeur/Membre du Conseil | 04/06/2015 | - |
| President | 04/06/2015 | - |
Historique de carrière de Charlie Stoll
Anciens postes connus de Charlie Stoll
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Mutual Service Corp.
 Mutual Service Corp. Investment Banks/BrokersFinance Mutual Service Corp. provides securities brokerage services. The firm’s products and services include Turnkey mutual fund programs, flexible fee-based and separately managed accounts, fixed insurance, and UITs. It provides its services to independent registered financial planners throughout the United States. The company was founded by Thomas W. Brubaker in 1969 and is headquartered in West Palm Beach, FL. | Corporate Officer/Principal | 31/12/2008 | 31/12/2008 |
Formation de Charlie Stoll
| Stetson University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Winning Points Advisors LLC
Winning Points Advisors LLC Investment ManagersFinance Winning Points Advisors LLC (WPA) is an independent registered investment advisor headquartered in Boca Raton, Florida. Founded in 1989, WPA offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
Mutual Service Corp.
Mutual Service Corp. Investment Banks/BrokersFinance Mutual Service Corp. provides securities brokerage services. The firm’s products and services include Turnkey mutual fund programs, flexible fee-based and separately managed accounts, fixed insurance, and UITs. It provides its services to independent registered financial planners throughout the United States. The company was founded by Thomas W. Brubaker in 1969 and is headquartered in West Palm Beach, FL. | Finance |
WP Trust
WP Trust Finance/Rental/LeasingFinance WP Trust operates as an open-end investment management company. The company was founded on June 4, 2015 and is headquartered in Boca Raton, FL. | Finance |
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