I am a boutique Wealth Care provider to high-net worth individuals, families and institutions. Through a comprehensive approach to managing wealth, we address our clients’ specific financial needs and customize a strategy that helps them achieve their long-term goals. Investors not only benefit from this approach but also remain composed during volatile economic conditions. We work with you to develop a personalized investment plan to achieve your financial objectives. I identify strategies to accumulate, protect and transfer your wealth and provide customized solutions, advice and guidance.
For Institutions and active traders, we strive to understand your trading needs so we can guide you to the best trading platform, routes and services. Whether you are executing stock or option trades, multi order entry, analysis or need monitoring controls, we will find a solution that works for you.
I strive to provide exceptional financial services to my clients. For over 20 years I have owned and operated a successful business that caters to high net worth clients, self-directed traders and hedge funds. As a dedicated professional I am committed to maintaining the highest ethical standards while providing a level of personalized service uncommon among my peers. Along with my securities licenses 7, 63, 66 and 24. I am also an Investment Advisory Representative offering advice and guidance for wealth management.
About Regal Securities
Regal Securities, Inc., member FINRA/SIPC, was established in 1977 as an independent brokerage firm known for select service and flexibility. Over three decades, Regal has evolved into a diversified financial services firm and is dedicated to providing the highest quality investment services, product diversification and execution to a broad range of clients.
Regal registered representatives and advisors have the independence to manage their own business and receive customized solutions for their evolving practice without the restrictions of larger firms. In doing so, we offer our representatives the freedom and flexibility to excel at their business and in turn, provide superior service to their clients.
National headquarters are located at 950 Milwaukee Avenue, Suite 101, Glenview, IL 60025 with branch and local offices nationwide.
- Wealth Management – customized plans, world class solutions and advice
- Fee Based Accounts
- US and Canadian Equities
- Options and Option Strategies
- Institutional Accounts
- Trading Platform Specialist
- Self Directed Traders
- Employee Benefit Programs
Independent Registered Representative of Regal Securities, Inc., 950 Milwaukee Ave., Ste. 101, Glenview, IL 60025, 1-877-488-6534.
Investment Advisor for Regal Advisory Services, Inc. 950 Milwaukee Ave., Ste. 316, Glenview, IL 60025, 1-877-488-6537