Guy Riccardi
Gestionnaire de Portefeuille-Actions chez United Asset Strategies, Inc.
Profil
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.
Postes actifs de Guy Riccardi
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/09/2009 |
Formation de Guy Riccardi
| Drew University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |