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ECSRC Approves Investment Adviser Licence
February 13, 2021
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Effective 6 January 2021, the Eastern Caribbean Securities Regulatory Commission (ECSRC) approved the grant of an Investment Adviser Licence to Michael McDonald Millar of Barbados.
Michael McDonald Millar
This licence authorises Millar to advise people concerning investment in securities; issue analyses or reports concerning specific securities and offer investment portfolio management services without holding property of the other person and on terms that preclude him from doing so.
Millar is an experienced investment manager and the first Investment Adviser to be licensed by the Eastern Caribbean Securities Regulatory Commission to operate in the Eastern Caribbean Securities Market (ECSM). Millar is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst. He also holds a Bachelor of Science Degree in Management from the University of the West Indies, Cave Hill Campus and a Ma
Financial Freedom Goes National with East Coast Office
Boston outpost will be led by financial services veteran Catherine Valega
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NEWPORT, Ore., Feb. 4, 2021 /PRNewswire/ Financial Freedom Wealth Management Group, the Oregon based financial planning and wealth management firm launched in 2000 by Julia Carlson, now has a coast-to-coast presence with the opening of its Boston office. Heading up that operation will be Catherine Valega, CFP
®, CAIA, a financial services veteran with more than two decades of experience. We considered opening an East Coast office for some time but wanted to make sure it was in the care of someone whose values and approach to wealth management closely aligned with our own, said