Does one's advisor have a method to determine whether stocks are in an uptrend or downtrend?
Does one's advisor have a "trigger" to determine when to reduce/increase risk?
What method does one's advisor use to determine which sectors/indexes/bonds to own?
If one's advisor isn't able to allocate mass numbers of clients quickly, most likely, your accounts won't change unless you make a request, effectively making you the manager of your accounts.
member FINRA and SIPC, a registered broker/dealer and registered investment advisor.
6627 Bay Laurel Pl, Avila Village, CA 93424
Phone: 805-473-6679 Fax: 805-258-5476
CA Insurance License #0703952
Branch Office: 1186 E. Grand Ave., Arroyo Grande, CA 93420
Paine Financial Services and Centaurus Financial Inc are not affiliated.
Neither Paine Financial Services or Centaurus Financial, Inc. offer tax or legal advice.
This message is intended for residents of the United States of America in certain states only.
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No investments are offered without a prior prospectus
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