Research Assistant
CurrentGLOBE WEALTH MANAGEMENT - Navigating your financial world, together.Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial world in pursuit of your ultimate goal. In order for them to develop a customized plan, they educate you on how your investments, insurances and tax strategies work in tandem. A customized financial plan will give you a baseline of where to begin and a reference point to keep you on track.Globe Wealth Management's Core Competencies:- Financial Planning - Investment Management- Insurance Strategies- Retirement Planning- Executive Stock Options- Business Retirement Plans- Business Benefits- Business Exit Strategies- College Planning- Estate Planning*Stacey L. Blodgett, CERTIFIED FINANCIAL PLANNER™*Regina M. Kozsan, CERTIFIED FINANCIAL PLANNER™* Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.My Core Responsibilities:- Assist with updating models and rebalancing client accounts.- Maintain portfolios by updating notes with the CIO for both portfolio models and individual portfolios.- Research investments and assist in the due diligence of the recommended portfolios. - Monitor equities within individual client accounts with the CIO. - Engage in ongoing research and offer recommendations to the team to add equities, or other securities, with the goal of generating additional Alpha for the client. - Work with the CIO to establish and monitor client portfolios and keep them in line with the client’s risk tolerance and time horizon.Christopher R. Gelinas is a Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
