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Broker Profile Our Preferred investment brokers are always willing to help you.
Please select the broker of your choice.
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David
A. Barr I joined Preferred Securities Group in Boca Raton,
after a twelve year career in retail on Wall Street, where I was a
vice president of investments at Lehman Brothers prior to becoming
a senior vice president at Paine Webber in New York City. I manage
a clients portfolio by keeping my strategies flexible and subject
to changes as world financial markets are constantly changing. I
place emphasis on preservation of capital and balancing a
portfolio with proper asset allocation depending on each of my
clients individual need and goals. I am also in actively involved
with the Junior Achievement Program in Palm Beach Count where I
speak to them on the importance of financial planning. |
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| James Cleary Our firm tracks
and charts 500 of America’s most active and fastest growing
companies. My approach to ever consider fundamental and technical
evaluation on a company, is it must be growing at a 25% quarter to
quarter basis. Other factors to consider are companies with strong
earnings growth. I believe that earnings are a true litmus for
growth. Sticking to a sound financial game plan can prove to be
successful in a bull market as well as a bear market. The new millennium
will bring trends and myself and my firm are looking forward and
expects to participate in the future growth and discovering new
trends. |
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Alex
Bafer
My investment philosophy is simple, I
like to take the financial planning approach. I put together what
I call "Financial Roading", beginning from Point A to
Point B. In other words, I guide my clients from their current
position (point A) to where they would like to see themselves in
the future (Point B). I believe that my past experience with
Merrill Lynch, as well as being a general securities principle
adds credence to my ability to assist my clients in achieving
their goals. |
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Chris
Leone I like to take the
approach to my business where I consult with my clients. I am of
the school that believes that my clients should not be told what
to do, but they should have an understanding of why they are
making that particular investment. At the point where the client
has had access to research and knowledge of the investment, we
discuss on whether or not that particular investment is
appropriate for them. |
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| Christopher
Muro I attribute my success
to the unique relationships that I build with my clients. My
number one priority is to give my clients personal service. My
professional skills stem from knowledge and experience in
diversification in financial services, such as, bonds, mutual
funds, IRA’s, Keoghs, etc. My main focus areas are retirement
planning, college education funding, and wealth accumulation.
Prior to joining Preferred Securities I was instrumental in
building one of Met Life’s premier agencies in New York, where I
became involved in the accumulation of assets. |
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Joseph
Signorelli I have 27 years of
experience in the International Shipping and Energy Markets as
well as Energy Futures and Risk Management since 1984. A
conservative approach to any market is imperative for the growth
and preservation of capital. The judicious use of various stock
and option strategies as well as well as a balanced portfolio of
Mutual Funds, Annuities, CD’s have helped increase the net worth
of my clients while limiting their exposure to the volatility of
the market. |
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Scott Mogavero
I specialize in
retirement planning, qualified and unqualified, from the
individual investor to corporate and government plans. My current
relationship with some of the top banks in the country, allows me
to bring some of the most competitive rates to my clients on
F.D.I.C. insured CD’s.
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Preferred Securities Group, Inc.
5301 N. Federal Highway, Suite 150
Boca Raton, Florida 33487
1-800-909-9150
Tel. (561) 998-2170
Fax (561) 998-2177
Email: info@preferredsecurities.com
Member N.A.S.D., S.I.P.C.
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