Provenienza dei contatti di primo grado di Shirley Anne Klicman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Girard Securities, Inc.
 Girard Securities, Inc. Investment Banks/BrokersFinance Founded in 1986, Girard Securities, Inc. is a broker-dealer located in San Diego, California. The firm is a subsidiary of RCS Capital Holdings LLC and their ultimate parent is RCS Capital Corp. (NYSE: RCAP). Girard Securities specializes in institutional and retail sales, financial planning, fixed-income investments and municipal bond underwriting. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.
18
| Subsidiary | Investment Banks/Brokers | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Shirley Anne Klicman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| FIRST FINANCIAL BANKSHARES, INC. | Major Banks | Corporate Officer/Principal | |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales | |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
Jack White & Co.
 Jack White & Co. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, Jack White & Co. is a company that provides discount brokerage services. The company is based in Altamonte Springs, FL. Jack White was acquired by Waterhouse, Inc. on April 01, 1998. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
WS Griffith Securities, Inc.
 WS Griffith Securities, Inc. Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., WS Griffith Securities, Inc. provides investment brokerage services. The company is based in Enfield, CT. WS Griffith Securities was acquired by LPL Financial LLC from The Nassau Cos. of New York, Inc. on March 23, 2004. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
| National University | College/University | Masters Business Admin Undergraduate Degree | |
| Point Loma Nazarene University | College/University | Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree | |
| University of San Diego | College/University | Undergraduate Degree | |
| California Western School of Law | College/University | Graduate Degree | |
| Grossmont College | College/University | Undergraduate Degree | |
WaMu Investments
 WaMu Investments Investment ManagersFinance Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt. | Investment Managers | Corporate Officer/Principal | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
U.S. Bank, NA (Cincinnati Ohio)
 U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Corporate Officer/Principal | |
Denise McNulty & Associates, Inc.
 Denise McNulty & Associates, Inc. Finance/Rental/LeasingFinance Denise McNulty & Associates, Inc. provides car rental services. The company was founded in 1993 and is headquartered in McKinleyville, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Minnesota State University Moorhead | College/University | Undergraduate Degree | |
Girard Securities, Inc. (Investment Management)
 Girard Securities, Inc. (Investment Management) Investment ManagersFinance Girard Securities, Inc. (Investment Management) (Girard-IM) is the investment management division of Girard Securities, Inc., a broker/dealer headquartered in San Diego, California. The firm was founded in 1986 and is ultimately owned by Aretec Group, Inc. Girard-IM provides investment advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
Ignite Planners LLC
 Ignite Planners LLC Investment ManagersFinance Ignite Planners LLC is an independent, SEC-registered investment advisor headquartered in San Clemente, Mississippi. The firm was founded in 2017 by four advisors from the same BD who seek a solution for their fee-based book of business. Ignite Planners provides investment advice to individual and institutional clients. | Investment Managers | Compliance Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 32 |
| Regno Unito | 2 |
Settori
| Finance | 20 |
| Consumer Services | 14 |
Posizioni
| Corporate Officer/Principal | 39 |
| Undergraduate Degree | 13 |
| Institutional Sales | 4 |
| Compliance Officer | 4 |
| Trading-Equity | 2 |
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