Blueprint Wealth Alliance LLC
Nombre legal: BLUEPRINT WEALTH ALLIANCE, LLC
Detalles de contacto completos
Blueprint Wealth Alliance LLC
600 OLD COUNTRY ROAD, SUITE 305, GARDEN CITY, NY
800-894-5122
855-367-1700
Otra información
Blueprint Wealth Alliance, LLC es una empresas de responsabilidad limitada con sede en Florida, que opera con un equipo de 4 empleados, todos ellos en roles de asesoramiento. A pesar de servir solo a un pequeño grupo de 6 clientes, la firma ha sido aprobada por la Comisión de Bolsa y Valores de los Estados Unidos, con una fecha de registro del 7 de julio de 2016.
Long Island | Buckingham Strategic Wealth
Buckingham’s Long Island team understands that as wealth grows so does the level and complexity of planning.
BLUEPRINT WEALTH ALLIANCE » Designing Your Financial Future
Home ·Why BluePrint ·Four Walls ·Our Beliefs ·Contact Client Portal Access YourFinancial Plan Stay on track with your financial plan! View your financial life including your financial plan, goals, assets, and important documents. Access Your Plan » Track YourInvestment Portfolio Immediate acces…
Propietarios directos
-
BPW HOLDINGS, LLC
MANAGING MEMBER posee 75% o más
-
GERMAN MAURICIO RAMIREZ
MANAGING DIRECTOR/CIO posee menos de 5%
-
JEFFREY AARON LEVINE
CEO / DIRECTOR OF FINANCIAL PLANNING posee menos de 5%
-
PATRICK MICHAEL KUSTER
CHIEF OPERATIONS OFFICER / CCO posee menos de 5%
Propietarios indirectos
-
GERMAN MAURICIO RAMIREZ
MANAGING MEMBER posee más del 25% pero menos del 50%
-
JEFFREY AARON LEVINE
MANAGING MEMBER posee más del 25% pero menos del 50%
-
PATRICK MICHAEL KUSTER
MANAGING MEMBER
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