Dan had been in the stockbroking industry since 2002 and had, over the years, being assisting investors with their investment and giving them execution-related advice. He firmly believe in the saying: “Don’t go for the best stocks; go for the right stocks!” Every investors is unique, with different investment objectives and risk tolerance. Dan seeks to help investors to identify their own investment philosophy, and then devise strategies for their consideration.
He firmly believe in the following key attributes to successful investment:
2. Due diligence
Securities Advisory Services
- Design strategies using equities and/or equity derivatives that customized to one's buying power so as to assist them in achieving their investment goals.
- Align investors’ investment objectives to their portfolio. Work closely with them to identify the right stocks to invest in, along with potential risks associated with it.
- Assisting investors with execution of orders in the local and foreign equity markets and provide execution-related advices.
- Communicate latest news/information on stocks to investors, making sure that they stayed well-informed.
- Acting as a contact point between my investors and my back-room colleagues. Display a high level of teamwork and coordination to provide investors with back-end support to ensure the whole investment process goes through smoothly.
- Maintaining high standards of quality services and integrity, which are important ingredients for success
You can know more about him here:
Interview with InvestingNote:
Feel free to link up @ 97986762 or email@example.com.
If you think Dan can value add to your investment, click on the below link to find out how you can start your investment journey with him.
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