Mutual Funds/Expert Profile


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Expertise

any related to the field. plus investments on mutual funds and variable products.

Experience in the area

almost 20 years in financial services

Education/Credentials

MPA from Harvard University

What do you like about this subject?

Any related to the field. Plus comments on mutual funds.

Average Ratings

Recent Reviews from Users

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    K = Knowledgeability    C = Clarity of Response    T = Timeliness    P = Politeness
UserDateKCTPComments
q07/17/091010 
Pablo03/02/0910101010Thank you!
Loretta11/04/08101010Thank you very much!
Taylor09/16/08101010 
Mike07/07/0810101010Thank you Docs99, for your prompt and .....

Recent Answers from Docs99

2009-09-27 Retirement:

Thank you for your query. Unfortunately, due to licensing requirements, am not able to furnish you with investment advice. You may want to meet with your tax preparer/tax advisor and/or accountant to

2009-07-04 Vanguard funds:

Thank you for your query. Unfortunately, I am unable to furnish furnish you with investment advice. You may want to have a meeting with your tax advisor, or your accountant and your duly registered rep

2009-02-07 cashing in mutual fund:

Thank you for your query. Unfortunately, I am not able to furnish you with financial or tax advice. You may want to have a meeting with your tax advisor and a registered representative authorized to deal

2009-01-09 Confussed: young investor:

Thank you for your query. Unfortunately, am not able to furnish you with financial advice. You may want to talk with your tax advisor and a duly licensed financial advisor or registered representative

2008-10-15 Making the Most of the Dow:

Apologies, pressed the wrong key. I would prefer to abstain from any comments right now given the state of affairs. You may want to meet with your tax advisor and or accountant, as well as, with a duly

 

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