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Bill Stade
Managing Director-retirement Services @Capitol Securities Management Inc.
Reston, VA, US
EMAILS
b•••••@capitolsecurities.com
MOBILE NUMBERS
+17•••••••41
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WORK HISTORY
Jan 1994 — Present
Managing Director-retirement Services @Capitol Securities Management Inc.
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 ManagementSeries 63InsuranceFixed IncomeMicrosoft OfficeCertified Financial PlannerSecuritiesFinancial PlanningWealth ManagementRetirement Planning401(K) ConsultantAsset AllocationMutual FundsStrategic PlanningSeries 7Alternative Investments
ABOUT BILL STADE
As a Managing Director-Retirement Services at Capitol Securities Management, I lead a…
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