Found 15 financial planner Experts and Expert Witnesses.
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| EW #2720 has over 33 years securities industry experience. Suitability, due diligence and disclosure issues, selling away, fiduciary responsibilities, standard of care, fraud, partnerships, supervision and compliance and damage calculations....
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| Forensic Finance
Investments/Securities
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| Nationally recognized Certified Financial Planner
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| 21 years of investment experience in investment advice,portfolio management,evaluating individual securities and mutual funds also experience as a manager.
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| Consultations and analysis to determine fair and reasonable compensation for executives, including report preparation and testimony if neccessary.
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| Consultations and analysis to determine fair and reasonable compensation for executives, including report preparation and testimony if neccessary.
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| Over 20 years in financial services with an emphasis on Broker/Dealer sales force recruitment and management. Extensive deposition experience.
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| Professional counselor, retired decorated police officer/detective has BA in criminology and MBA in criminal justice management
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| Twenty-nine years of diversified financial experience.
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| 38 years Advice & Expert Witness Assistance for your Disability Insurance Claim, throughout the US & Canada
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| Over 24 years experience in fixed-income investment banking, financial and credit analysis, due diligence, municipal econ. de't.
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| With over 25 years at Merrill Lynch as an FA, branch office & district manager, & FVP of the Office of Investment Performance, his expertise, credibility, and knowledge is second to none.
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| Forty years designing and implementing telecommunications and computer technology for Wall St. and domestic & foreign banks.
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| Data protection, recovery and analisys expert
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| Served as financial advisor to publicly held corporations. Assessed valuations of 2,241 $1 billion public corporations, including Barclays Bank, Panasonic, and Nintendo.
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| Looking for a financial planner expert?
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Find Financial Planner experts and consultants for Financial Planner litigation support at www.expertwitness.com. Available to be Financial Planner expert witnesses and provide Financial Planner forensic consulting in Financial Planner litigation, in addition prepare Financial Planner expert witness reports for use in deposition and/or in-court trial testimony.
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Categories To Find "Financial Planner" Experts:
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ADVERTISING |
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Firms in the advertising and public relations services industry prepare advertisements for other companies and organizations and design campaigns to promote the interests and image of their clients. This industry also includes media representativesÂfirms that sell advertising space for publications, radio, television, and the Internet; display advertisersÂbusinesses engaged in creating and designing public display ads for use in shopping malls, on billboards, or in similar media; and direct mail advertisers. A firm that purchases advertising time (or space) from media outlets, thereafter reselling it to advertising agencies or individual companies directly, is considered a media buying agency. Divisions of companies that produce and place their own advertising are not considered part of this industry.
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E-COMMERCE |
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Electronic Commerce (also referred to as EC, e-commerce eCommerce or ecommerce) consists primarily of the distributing, buying, selling, marketing and servicing of products or services over electronic systems such as the Internet and other computer networks.
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EMERGENCY MANAGEMENT |
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Emergency preparedness is a set of doctrines to prepare civil society to cope with - or plan for - natural or man-made disasters. Emergency Operations or Disaster relief are the subset of these doctrines that are concerned with recovery efforts; these comprise the execution or implementation of the Emergency preparedness plans. This is usually a government policy adapted from civil defense to prepare for nonmilitary civil emergencies before they happen. Emergency management involves plans, structures and arrangements established to engage the normal endeavours of government, voluntary and private agencies in a comprehensive and coordinated way to respond to the whole spectrum of emergency needs. This is also known as disaster management
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LIFE CARE NEEDS |
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Find LIFE CARE NEEDS experts and consultants for LIFE CARE NEEDS litigation support. Available to be LIFE CARE NEEDS expert witnesses and provide LIFE CARE NEEDS forensic consulting in LIFE CARE NEEDS litigation, in addition prepare LIFE CARE NEEDS expert witness reports for use in deposition and/or in-court trial testimony.
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LIFE CARE PLANNING |
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Find LIFE CARE PLANNING experts and consultants for LIFE CARE PLANNING litigation support. Available to be LIFE CARE PLANNING expert witnesses and provide LIFE CARE PLANNING forensic consulting in LIFE CARE PLANNING litigation, in addition prepare LIFE CARE PLANNING expert witness reports for use in deposition and/or in-court trial testimony.
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REAL ESTATE BROKER / AGENT |
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A real estate broker is a party who acts as an intermediary between sellers and buyers of real estate and attempts to find sellers who wish to sell and buyers who wish to buy. In the United States, the relationship was originally established by reference to the English common law of agency with the broker having a fiduciary relationship with his clients. Estate agent is the term used in the United Kingdom to describe a person or organization whose business is to market real estate on behalf of clients.
In the US, real estate brokers and their salespersons (commonly called real estate agents) assist sellers in marketing their property and selling it for the highest possible price under the best terms. When acting as a Buyers agent with a signed agreement, they assist buyers by helping them purchase property for the best possible price under the best terms. Due to the importance of this role, most brokers that seek to play the role of client advocate are now seeking out the services of Certified Mortgage Planners, industry experts that work in concert with Certified Financial Planners to align consumers' home finance positions with their larger financial portfolio(s). Without an agreement, brokers may assist buyers in the acquisition of property but still represent the seller and the seller's interests.
In most jurisdictions in the United States, a person is required to have a license in order to receive remuneration for services rendered as a real estate broker. Unlicenced activity is illegal, but buyers and sellers acting as principals in the sale or purchase of real estate are not required to be licenced. In some states, lawyers are allowed to handle real estate sales for compensation without being licenced as brokers or agents.
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Financial Planner Experts Witnesses - Financial Planner Forensic Consultants.
Find Financial Planner experts and consultants for Financial Planner litigation support. Available to be Financial Planner expert witnesses and provide Financial Planner forensic consulting in Financial Planner litigation, in addition prepare Financial Planner expert witness reports for use in deposition and/or in-court trial testimony.
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Financial Planner
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