Bill Stade
Managing Director @ Capitol Securities | CFP Certified
- Role
- Managing Director-retirement Services at Capitol Securities Management Inc.
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bill Stade
As a Managing Director-Retirement Services at Capitol Securities Management, I lead a…
Experience
Managing Director-retirement Services
Capitol Securities Management Inc.
Jan 1994 — Present · Reston, VA, US
Our team currently has 250 individual and corporate clients. We assist individuals with retirement and financial planning. Our institutional group does 401(k) consulting.
Skills
- Asset Management
- Series 63
- Insurance
- Fixed Income
- Microsoft Office
- Certified Financial Planner
- Securities
- Financial Planning
- Wealth Management
- Retirement Planning
- 401(K) Consultant
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Series 7
- Alternative Investments
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