About My Practice
Mr. Wolfe provides concierge financial services to a select group of private clients.
Mr. Wolfe executes a discretionary trading program consisting of short and long ositions in Stocks, Bonds, Exchange Traded Funds (ETFs), Commodities and Currency Positions.
FINRA Series 7 General Securities Representative
FINRA Series 65 Uniform Investment Advisor
FINRA Series 63 Uniform Securities Agent
FINRA Series 3 Commodity Representative
CERTIFIED FINANCIAL PLANNER (CFP)
CERTIFIED ADVISOR OF PHILATHROPY (CAP)
CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC)
CERTIFIED FINANCIAL MANAGER (CFM)
CERTIFIED FINANCIAL MANAGER (CFM)
Experience
For well over the last decade he has helped his clients align their investment and social policies while advising on issues ranging from charitable family vehicles to risk hedging techniques.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 3, 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Advisors of Philanthrapy (CAP®)
Broker-Dealer Affiliation
Wells Fargo
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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