The Financial Fix confirms what many investors suspect: Wall Street is rigged. It reveals in meticulous detail how investors consistently and repeatedly become victims of a deeply flawed and conflicted system. Most important, 20-year securities industry veteran David C. Levine shows investors how to protect themselves. Levine shares his personal experiences at one of the industry's fastest-growing independent broker-dealers. He then shines a bright broad light on how investors continue to get victimized in virtually all products across almost every firm. If you invest in mutual funds, annuities, brokerage accounts, advisory accounts, insurance, and other financial products, this book is a must-read.
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David Levine earned his B.A degree in Economics & English from The University of Pennsylvania and his M.B.A degree in Finance from New York University’s Stern School of Business. He began his professional career at Chase Manhattan Bank and worked at Bankers Trust Company – The Private Bank. David worked at Zweig/Avatar Capital Management, an SEC Registered Investment Advisor with more than $5 billion in assets under management, and he helped set up the Investment Advisory division of Nathan & Lewis Securities, an independent broker-dealer that was successfully sold to New England Financial – a division of MetLife. David has been licensed as a general securities representative, a registered principal, investment advisor, and insurance agent for Life, Health, Variable, Fixed, and Equity Indexed Annuities. David also successfully developed and licensed Retirement Planning software to a top 10 Mutual Fund Company. Prior to founding InvestorProtector, David was the National Sales Manager for one of the financial services industry’s fastest growing independent broker-dealers which, at its peak, had over 1,000 registered representatives and generated over $150 million in annual revenue. Most recently, David was the Director of Business Development for the broker-dealer and registered investment advisor divisions of a publicly traded financial services firm. David left the financial services industry behind to help protect investors going forward. As a former financial services executive who has seen more products, transactions, and investment strategies than most investors will see in a lifetime, David launched www.investorprotector.com™. His vision is to combine leading technology with proprietary services, to help investors protect their investments and life savings.
The Financial Fix confirms what many investors suspect: Wall Street is rigged. It reveals in meticulous detail how investors consistently and repeatedly become victims of a deeply flawed and conflicted system. Most important, 20-year securities industry veteran David C. Levine shows investors how to protect themselves. Levine shares his personal experiences at one of the industry’s fastest-growing independent broker-dealers. He then shines a bright broad light on how investors continue to get victimized in virtually all products across almost every firm. If you invest in mutual funds, annuities, brokerage accounts, advisory accounts, insurance, and other financial products, this book is a must-read.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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