![Keith Mistretta](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Keith Mistretta is Vice President-New Business Development at National Planning Corp.
and Vice President at NPC of America.
Mr. Mistretta joined NPC in 2011.
His career in the financial services industry includes over a decade of experience in building successful relationships and partnerships with independent Financial Advisors and 18 years of experience operating a successful financial practice.
Mr. Mistretta received his bachelor's degree in Psychology from Keene State College in Keene, New Hampshire.
Ehemalige bekannte Positionen von Keith Mistretta
| Unternehmen | Position | Ende |
|---|---|---|
National Planning Corp.
 National Planning Corp. Investment ManagersFinance National Planning Corp.'s investment offerings consist of two general categories: their proprietary WealthONE Program and Third Party Asset Manager (TPAM) Programs. The firn's Independent Advisors (IARs) employ a number of tools to assist in recommending or selecting an investment strategy to clients, including asset allocation and portfolio modeling software that assists with their analysis of investment options when recommending or purchasing investments for client portfolios. Although the firm's advisory services are generally designed for long-term investing, (strategic investing), short-term strategies which seek to take advantage of frequent market movements (tactical investing) may also be made available to accommodate certain circumstances. NPC may provide investment advice concerning various types of investments, including equity securities (exchange-listed securities, securities traded over-the-counter, and foreign issuer securities trading as ADRs), warrants, commercial paper, corporate debt securities (other than commercial paper), CDs, municipal securities, investment company securities, variable annuities, variable life insurance, U.S. Government securities, option contracts, fixed insurance, UITs, ETFs, interests in partnerships involving real estate, oil and gas, certain types of structured investment products, among others. | Corporate Officer/Principal | 01.12.2013 |
National Planning Corp. (Broker)
 National Planning Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01.12.2013 |
Ausbildung von Keith Mistretta
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
5
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp.'s investment offerings consist of two general categories: their proprietary WealthONE Program and Third Party Asset Manager (TPAM) Programs. The firn's Independent Advisors (IARs) employ a number of tools to assist in recommending or selecting an investment strategy to clients, including asset allocation and portfolio modeling software that assists with their analysis of investment options when recommending or purchasing investments for client portfolios. Although the firm's advisory services are generally designed for long-term investing, (strategic investing), short-term strategies which seek to take advantage of frequent market movements (tactical investing) may also be made available to accommodate certain circumstances. NPC may provide investment advice concerning various types of investments, including equity securities (exchange-listed securities, securities traded over-the-counter, and foreign issuer securities trading as ADRs), warrants, commercial paper, corporate debt securities (other than commercial paper), CDs, municipal securities, investment company securities, variable annuities, variable life insurance, U.S. Government securities, option contracts, fixed insurance, UITs, ETFs, interests in partnerships involving real estate, oil and gas, certain types of structured investment products, among others. | Finance |
Keene State College
 Keene State College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
National Planning Corp. (Broker)
National Planning Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
