| Name | Title | Contact Details |
|---|---|---|
Roseanne Ramanand |
Managing Director, Chief Compliance Officer - North America | Profile |
Mark Polemeni |
Partner, Chief Compliance Officer and Chief Regulatory Counsel | Profile |
Daniel Wright |
Managing Director, Head of Broker Dealer Compliance, Americas | Profile |
Kotak Securities is a subsidiary of Kotak Mahindra Bank and is one of the oldest and trusted equity brokerages in India. They provide their customers with opportunities in the capital markets, smart technology, and useful insights to make successful in...
From our beginning in 1997, Harbour Trust & Investment Management Company has stood as a symbol of trust and experience. Like a beacon of light emanating from a lighthouse directing ships to safety, Harbour Trust has guided its clients through difficult financial markets with an experienced and dedicated staff. Our experience provides us with the knowledge to create for our clients solid investment plans designed to meet their specific financial goals. Harbour Trust & Investment Management Company`s creation as an independent structure is vital to the success of its mission. Our clients are comforted knowing our organization focuses on them, is financially stable and operates efficiently as a result of strong leadership from senior management. It is through this structure we are able to build strong and trusting relationships with each of our clients and their families. The relationships we foster at Harbour Trust stand the test of time due to the unwavering commitment to the integrity and principles that are the bedrock of our corporate foundation. Developing trust with financial acuity, experience and a deep rooted sense of responsibility, Harbour Trust focuses on achieving the long-term financial goals for each person and their families that they work for. Harbour Trust`s financial professionals are ready to meet with you to provide you with a plan which serves as your guiding light to your financial dreams and goals.
Performance Financial Inc is a Valencia, CA-based company in the Financial Services sector.
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Perkins Fund Marketing is a Southport, CT-based company in the Financial Services sector.