Wilfred Joseph (Joe) Brockman, Jr. CFP © MBA
EXPERIENCE - over 20 years direct industry experiemce
EDUCATION - Certified Financial Planner (CFP©) certificant
Chartered Financial Consultant (ChFC) candidate
Chartered Market Technician (CMT) candidate
MBA, The Wharton School, University of Pennsylvania
BA, Indiana University
ETHICS - adhere to CFP© and CMT Codes of Ethics
EFFORT - We apply effort, energy, and enthusiasm on your behalf, working hard for you financial success..
Fidelity Custody and Clearing Services Services
Custody and Clearing
Fidelity Custody and Clearing Services (FCCS) is a unit of Fidelity Investments.
FCCS provides your custody and clearing services and produces your statements
One of the world's largest financial services organization with customer assets of over $ 7.4 trillion.
Your securities will be held in very strong hands.
Cambridge Investment Research, Inc.
Broker-Dealer, Registered Investment Advisor
Cambridge Investment Research, Inc. has over 800 employees and works with over 3200 independent investment professionals
Founded over 37 years ago, Total Assets under advisement exceeds $ 92 billion.