Services
2-hour Financial Planning and Investment Consultation
- Item Number
- 124
- Estimated Value
- 500 USD
- Buy Now Price
- 100 USD
- Not Sold
Item Description
Spend 2 hours with Nils Melquist at your home (Brooklyn or Manhattan) discussing your financials. Discuss smart investment strategies to reach your goal of paying for college or retiring in style. Come prepared with your financial questions and Nils can get you on the path to financial independence.
Item Special Note
Nils has more than 23 years of investment research, analyst and portfolio management experience in public and private equity at J&W Seligman, Salomon Smith Barney, Alliance Bernstein, Deutsche Bank and Ingalls & Snyder. He holds FINRA series 7, 63, 24 & 16 Securities Licenses and is versed in public and private equity, debt, converts, and financial planning and analysis. Nils graduated from Oberlin College. He is married to Daria Sanford and they have two children: William and Marlow.
Donated By:
Daria Sanford
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