Tag: FREE

The year 1999, the stock market was almost five years into one of its biggest bull markets ever—fueled by the internet craze—and Ronald Chakler was closing in on his 20th year in the business; despite these milestones, he knew he needed a change. He was running a small broker/dealer (B/D) and wearing too many different hats. It had become too difficult to manage his book of business, oversee the activities of other brokers, write written supervisory procedures and make sure financial reports were filed in a timely manner, along with the multitude of other details that go into operating a B/D.

Crossing the threshold of MAGII Wealth Management’s offices, the visitor is instantly at ease enveloped not only by the warmth of the surroundings, but more so by the genuine, caring vibe exuded by American Portfolios affiliated colleague Mark Gajowski and his team of seasoned associates. The embodiment of trust is palpable, and at once a balm for all who seek knowledgeable and compassionate care in financial planning.

Straight as the crow flies, just about two hours south of Rochester, N.Y., lies Alfred State College. There, a kid from small-town America who, while growing up, lent a hand on his grandparents’ farm, began to sow the seeds of his future in finance. American Portfolios affiliated financial advisor Adam Mark’s ingenuity and drive to succeed have deep roots; at just 12 years old, he transformed his uncle’s antique store into an e-commerce venture. Under his uncle’s tutelage, he honed the skills of the antiques trade and learned the art of customer service. By college, he was running his own operation on the weekends and during summer breaks, helping offset the cost of his education.

Finding that Frequency Way up in Niagara Falls, AP affiliated advisor Anthony Tripi is paying heed...