Unclaimed
Paul Jakubowicz is an investment advisor representative at Ned Davis Research, Inc., a firm with offices in Sarasota, FL. Paul has been in the industry since 2004 and specializes in providing research, charts, graphs, and customized research. Paul is also a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Issues charts, graphs, etc & customized research, model portfolio services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Ndr receives bps on other ia's aum using ndr models
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FL
05/01/2012 - Present
NED Davis Research, Inc. (SARASOTA FL)
Active
Inactive
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