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Maxim Group is a leading investment banking, securities and investment management firm. The Firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products, and global institutional equity, fixed-income and derivative sales & trading to a diverse range of corporate clients, institutional investors and high net worth individuals. Maxim Group is registered as a broker-dealer with the U.S. Securities and Exchange Commission and is a member of the following: Financial Industry Regulatory Authority (FINRA); Municipal Securities Rulemaking Board (MSRB); Securities Insurance Protection Corporation (SIPC); International Securities Exchange (ISE); NASDAQ Stock Market; and NYSE Arca, Inc.
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At Ballast we strive to deliver a smoother ride in good markets and bad, seeking to help our clients reach long-term investment goals by setting clear expectations and investing in high-quality small- and mid-cap value stocks. Ballast`s founders have navigated markets and served clients together for over 20 years.
Kobren Insight Management is a Wellesley Hills, MA-based company in the Financial Services sector.
CleanTech Group is a San Francisco, CA-based company in the Financial Services sector.