Damian Maggio

  Company by It's complex to start a new financial services firm or any company for that matter. The potential rewards are appealing - especially in financial services - but the obstacles make success tough to achieve. Along the road, we've had our fair share of frustrations, some of which we'd like to share here: ·          Ignoring the Changing Regulatory Landscape According to Damian Maggio , wherever there are profits, there is regulation and government oversight. Financial services companies operate in a complex and highly regulated environment that is changing.   We discovered a decent rule of thumb: if a corporation receives payment, handles personally identifiable financial data, or tries to move money, there is a matching regulation in place. We also discovered that hiring competent legal counsel is the best approach to manage the regulatory minefield. There is no doubting that rules are necessary to safeguard customers...

  Working with an Investment Advisor can help you develop your investment tactic and manage your assets. They have a fiduciary responsibility to further your interests, and through their know-how, you can diversify and grow your portfolio without worrying over the finer points of planning. An Investment Advisor can be a person or a collection of people who comprise a firm. They have frequently designations like Chartered Financial Analyst (CFA), Personal Finance Specialist (PFS), and Certified Financial Planner® (CFP®), and they all share the same goal. They offer services to you that are focused on your best interests and that make your financial planning and wealth management simpler, so you can make the most of your investments. Damian Maggio has more than two decades of experience as financial services professional and has held advanced management positions including, investment advisor, branch manager, fund manager, supervisory and broker relations at several financial fi...