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James J. Lukezic on the habits of a good financial advisor!

James J. Lukezic is an experienced fiduciary with a lucrative career in the field that also includes a very long stint with Merrill Lynch and Co. the prestigious wealth management company. As he notes possessing certain qualities can be the main difference that separates a successful financial advisor from his or her less successful colleagues.

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James J. Lukezic on the habits of a good financial advisor!

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  1. James J. Lukezic on the habits of a good financialadvisor! James J. Lukezic is an experienced fiduciary with a lucrative career in the field that also includes a very long stint with Merrill Lynch and Co. the prestigious wealth management company. As he notes possessing certain qualities can be the main difference that separates a successful financial advisor from hisor her less successful colleagues.

  2. Uniqueroleoffiduciary There are examples in every fiduciary’s professional life when they are faced with a choice that makes them decide between maximum profits and doing the right things. Staying loyal to their clients is the most importantquality a fiduciary can possess accordingto James J. Lukezic. FullDisclosure Choosing a registered investment advisor implies the hiring of someone who will fully disclose everything from their professional life that can be important. This includes prior experience with the specific circumstances that could lead to a conflict of interest and the natural fee as well. While a fiduciary will gladly comply the same is not necessarily true when it comes to brokers or the insurance agentswho put their own interests in front of theirclients. Seethebigpicture The big picture is a cliché that is used rather often in financial circles but when it comes to the role of fiduciary these words do hold significant weight. A quality financial expert can identify different fiscal patternsand they use the knowledge to plan ahead and give thebest advice to others. James J. Lukezic has extended experience working in the field that has helped him build a more client in the last few years. You must have heard abouthim so, let’s talk in detail about himand his work along withhis total working experience. AboutJamesLukezic He was selected to join as a Financial Analyst inOffshore funds where he spent two years part-time. He wasalso responsible fordeveloping new businesses andmaintaining the existingbusinesses with high-end clientele, government and individual high net worth. James J. Lukezic leverages a truly uncomplicated investment environment at Old Slip Capital Partners that enables James to identify and selectsuperior investment management serviceswherever they are housed. If you are seeking any financial advice that can help your business and guarantee its growth then you can connectwith James J. Lukezic.

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