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Robert James Morella
Responsabile della Conformità presso
Apex Capital Management LLC
Profilo
Mr. Robert J.
Morella, CPA, is an Investment Adviser & Managing Partner at Apex Capital Management LLC.
He is a Certified Public Accountant and serves as a partner in the accounting firm of Arsement, Redd & Morella, LLC.
He is a 1980 Graduate from the University of Southwestern Louisiana with a Bachelor of Science degree in Business Administration with a major in Accounting.
He is licensed as a personal financial specialist (PFS) through the American Institute of Certified Public Accountants and is Series 66 registered.
He is a member of the tax and personal financial planning division of the American Institute of Certified Public Accountants.
He is also a member of the National Association of Personal Financial Advisors.
Posizioni attive di Robert James Morella
| Società | Posizione | Inizio |
|---|---|---|
Apex Capital Management LLC
 Apex Capital Management LLC Investment ManagersFinance Apex uses fundamental analysis when considering investment strategies and recommendations for clients. When implementing investment advice, they usually use long-term purchases (securities held at least a year) and short-term purchases (securities sold within a year) as investment strategies. | Responsabile della Conformità | 01/10/1999 |
Formazione di Robert James Morella
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
30
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Apex Capital Management LLC
Apex Capital Management LLC Investment ManagersFinance Apex uses fundamental analysis when considering investment strategies and recommendations for clients. When implementing investment advice, they usually use long-term purchases (securities held at least a year) and short-term purchases (securities sold within a year) as investment strategies. | Finance |
University of Louisiana at Lafayette
 University of Louisiana at Lafayette Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
