Paul Krause

Certified can Slim Advisor @Krause Investment Advisory Group, Llc

Abington, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2013 — Present

Certified can Slim Advisor @Krause Investment Advisory Group, Llc

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Managing client portfolios following the CAN SLIM Investment Strategy for growth and preservation of capital for their financial benefit. CAN SLIM® and variations are marks of Investor\'s Business Daily, Inc. and its affiliates (\'IBD\'). The CAN SLIM® certified mark is licensed to Paul R. Krause (\'Licensee\') by IBD only to signify successful completion of IBD\'s CAN SLIM® training program. IBD does not license, review or approve of, and is not responsible or liable for any investment advice and services provided by Licensee. Licensee is not an agent of, sponsored by, affiliated with, or owned by IBD and is not authorized by IBD to make any representations, warranties, or promises.Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future performance. Individual situations can vary and this strategy may not be suitable for all investors.Securities and advisory services offered through SagePoint Financial, Inc, member FINRA/SIPC and a registered investment advisor. Krause Investment Advisory Group. LLC is not affiliated with SagePoint Financial, Inc. or registered as a broker/dealer or investment advisor.

EDUCATION

N/A

Brown University

B.A. Economics, Economics

1957 — 1961

Brown University

Bachelor of Arts (BA), Economics

1966 — 1968

Harvard Business School

Master of Business Administration (MBA), Business Administration and Management, General

SKILLS

Financial AdvisorySeries 7WealthAsset ManagementInvestmentsSecuritiesInvestment StrategiesAlternative InvestmentsWealth ManagementInvestment ManagementCan Slim Investment StrategyFixed IncomeEquitiesHigh Net Worth IndividualsFinancial ServicesFinanceRetirementStrategic Financial PlanningInvestment AdvisoryPortfolio ManagementAsset AllocationMutual FundsRetirement PlanningSeries 63

ABOUT PAUL KRAUSE

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Paul Krause — Certified can Slim Advisor at Krause Investment Advisory Group, Llc in Abington, PA, US | Unifers