I look forward to collaborating with RIAs, CPAs, EAs, lawyers, insurance brokers, anyone with a series 65 liicense. I work with institutional investors and individuals at Schwab or TDameritrade.
I hope you get off to a great start in 2017! Rising interest rates, becareful...markets don't go up forever. They just don't..
Our webinar at linked:
Eric Follestad, CFP®
Chief Business Development Officer
Titan Capital Management, LLC
Firm Philosophy Webinar:
888-378-0777 Toll Free