Steve has 40 years of experience and holds his Series 3, 6, 7, 9, 10, and 24 licenses. He graduated from Manhattan College with a BBA, earned an MBA at Columbia University, and holds a JD from Fordham University. Steve has worked with Oppenheimer, Southwest Securities, Commerce and RBC.
"Throughout the past 40 years, I have seen the industry landscape evolve considerably, and one fundamental remains constant: people are trying to find value. During my time in the business, I have cultivated many relationships and contacts, which enable me to find dynamic solutions to meet my clients' varying needs," says Steve.
Chris is located in Richmond, VA. He has 28 years of experience and holds his Series 7, 63, 65, Insurance and Long-Term Care licenses. Chris earned a B.A. in Economics from Hampden-Sydney College. Previously, he worked in middle market sales at Lehman Brothers, Morgan Stanley and most recently, Oppenheimer.
"My business is customer-driven and largely in the tax-free and taxable-muni space. Many of my customers have been with me for 28 years. They perform many other duties in addition to buying bonds, so they rely on me for expertise: research, market sentiment, honest and fair pricing. No day is the same and I truly look forward to coming to work to help my customers meet their needs," says Chris.
Please contact Chris by email at email@example.com and Steve at firstname.lastname@example.org.
ABOUT HJ SIMS: Founded in 1935 on Wall Street, HJ Sims is celebrating more than 80 years of service as a privately held investment bank and broker-dealer with approximately $1.8 billion of assets under management. HJ Sims is known as one of the country's oldest underwriters of tax-exempt and taxable bonds, having raised approximately $21 billion for projects throughout the US. The firm is headquartered in Fairfield, Connecticut, with investment banking, private client wealth management and trading offices in Maryland, Florida, Minnesota, New Jersey, Pennsylvania, Texas and Puerto Rico. Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, is custodian of all client assets. For more information, please visit: www.hjsims.com/ourstory. Investments involve risk, including the possible fluctuation of principal. Member FINRA, SIPC®. Follow HJ Sims on Facebook, Twitter and LinkedIn.
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SOURCE HJ Sims