Back row:  Garrett Babij, Daniel Makin CFP®, Margaret Brady, Diane Nicol, Jennifer Redmond, Nadine Lariviere, Lee-Ann Kozora, Christopher Wallace CFA, Eileen Esposito, Jonathan Makin and Peter Wallace. Front row: Michael Ryan CFP®, Melissa Silva,
Malcolm Makin CFP®, Lori Wycall, and Kathy Nealon CPA. 
 

 

 

Pfizer-Allergen Merger Seminar April 6, 2016
Click the link below to view the entire seminar.
 
 
 
 

The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Any opinions are those of Malcolm A. Makin and not necessarily those of Raymond James. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Dividends are not guaranteed and must be authorized by the company's board of directors. You should discuss any tax or legal matters with the appropriate professional. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Raymond James is not affiliated with and does not endorse the opinions or services of any non- Raymond James speakers.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

As published in the Providence Business News, March 31, 2015.*  Malcolm has achieved this award for 8 consecutive years.


 


 

     

See other articles in the Recent Recognition tab.

 

America's best financial advisors, organized by state.  Rankings are based on data provided by over 4,000 of the nation's most productive advisors.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.  Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by client's risk tolerance than by an advisor's investment-picking abilities.

 

 

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