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Private Wealth Manager / Securities Expert / Co-host of "Investing and Your Legal Rights" heard monthly on Over 33 years in the investment industry, first working at PaineWebber for almost 20 years which included 3 years as a branch manager. Currently have a CRCP (Certified Regulatory and Compliance Professional) designation which is issued through FINRA at Wharton and an AIFA (Accredited Investment Fiduciary Analyst) which is issued from the Institute of Fiduciary Studies at Katz School of Business. Completed the Institutional Trading Course at the CBOE and Private Wealth Management - Professional Track at Wharton. I work as an expert in Securities Arbitration and Trust Litigation, having provided expert ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Daily
  • Interests: Bonds, Dividend stock ideas & income, Energy stocks, Options, Stocks - long, Stocks - short
Covered Call Focus OakTree Investment Advisors uses business cycle analysis as the foundation of their portfolio management strategy. We use this knowledge to decide whether to use an "in the money" or and "out of the money" call strategy.
Currently, there are no book details for REHeakins.
Sell naked put on $SYK Jan 95 bid $5.40 great stock to own, earnings for 2015 & 2016 have been increased, trading at 95+ Jun 8, 2015