Jim Wallace

Chief Operating Officer at Capitol Securities Management Inc.

Role: Chief Operating Officer at Capitol Securities Management Inc.
Location: Boston, MA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

Chief Operating Officer
Capitol Securities Management Inc.
May 2021 — Present · Boston, MA, US

Skills

Financial Services
Portfolio Management
Equities
Wealth Management
Mutual Funds
Series 7
Strategic Financial Planning
Asset Management
Series 24
Investment Advisory
Trading
Series 63
Investments
Financial Planning
Retirement Planning
Finra
Brokerage
Securities

Contact information

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Work email
•••••@capitolsecurities.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Capitol Securities Management Inc.

Financial Services · 135 employees · Founded 1981 · Reston, Virginia, United States

A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Visit our website to learn more - www.capitolsecurities.com

capitolsecurities.com

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