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Aktive Positionen von Tim Newell
Unternehmen | Position | Beginn | Ende |
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Harvest Investment Services LLC
![]() Harvest Investment Services LLC Investment ManagersFinance Harvest Investment Services LLC (Harvest Investments) is a SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded in 2011 and is principally owned by Harvest Financial Planning LLC. Harvest Investments offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and other registered investment advisers. The firm also provides investment advisory services to collective investment trusts for their affiliated investment adviser, Envoy Advisory, Inc. for pension and profit-sharing plans. | Vorstandsvorsitzender | 01.12.2011 | - |
Portfolio Manager-Aktien | 01.12.2011 | - | |
Präsident | 01.12.2011 | - |
Karriereverlauf von Tim Newell
Ehemalige bekannte Positionen von Tim Newell
Unternehmen | Position | Beginn | Ende |
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Concourse Financial Group Securities, Inc.
![]() Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Corporate Officer/Principal | 01.07.1997 | 01.06.2018 |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
President | 1 |
Sektoral
Finance | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Harvest Investment Services LLC
![]() Harvest Investment Services LLC Investment ManagersFinance Harvest Investment Services LLC (Harvest Investments) is a SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded in 2011 and is principally owned by Harvest Financial Planning LLC. Harvest Investments offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and other registered investment advisers. The firm also provides investment advisory services to collective investment trusts for their affiliated investment adviser, Envoy Advisory, Inc. for pension and profit-sharing plans. | Finance |
Concourse Financial Group Securities, Inc.
![]() Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Finance |
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