5 results
Sorted by name. Profiles marked Unclaimed were recovered from an archived directory and may be out of date.
Charles Porten is a Registered Investment Advisor, Chartered Financial Analyst and investment expert with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage accounts, hedge funds…
FEND Securities Expert Witness is a consultant in litigation and arbitration, nationally (22 states), involving securities, insurance and annuities. 321 arbitrations (700 retentions) since 1969, before NASD, FINRA, JAMS, AAA…
retired from Merrill Lynch, FINRA arbitrator, mediator, expert in all areas of wall street activities. Previous work included SEC. Have been expert for 13 years. Areas of expertise: annuities, life insurance, portfolio…
Expert Witness in litigation involving life insurance, annuities, and investments. Author of 4 books on annuities. 42 years experience in insurance industry. Expert in suitability issues. Areas of Expertise Estates and Trusts…
Walsh, Pfeffer & Co. provides litigation support (case evaluation & expert testimony) in disputes rooted in transactions of stocks, bonds, options, mutual funds, commodities, futures, or other derivative instruments, and…
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