Investment types - PowerPoint PPT Presentation

Session 2 College Funding SEC/IA Registration FINRA Registration

CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION PROGRAM Financial Planning Process &amp; Insurance. Session 2 College Funding SEC/IA Registration FINRA Registration. Session Details. College Funding (CESAs vs. §529 Plans). Similarities between the two plans:

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Bull Market Investments

Bull Market Investments. Caroline Murphy, President. INVESTMENT TYPES. Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds. PORTFOLIO MANAGEMENT Minimum of $250,000 invested Personal risk analysis Diversified portfolio strategy Quarterly account statements.

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