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I manage personal and family funds through various individual and retirement accounts. I've worked in retail brokerage for major sell-side firms, trained customer service reps and sold market data and electronic trading software for one of the industry leaders and have several years of experience working with a leading, independent financial newsletter writer. I've passed the series 3, 7, 63/65 and 1st level level of the Certified Financial Analyst exam.
- Description: Full-time Investor. Trading frequency: Weekly
- Interests: Bonds, Dividend stock ideas & income, ETFs
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