Review Tony Pike, Financial Advisor At Waddell & Reed In orange, florida, united-states | Local Business In Orange
Only 50% People Answered Yes For the Poll
1 Votes
1 Votes
Tony Pike, Financial Advisor At Waddell & Reed
2290 Lucien Way, Suite 200
Orange,
Florida,United-states - 32751
Detailed description is I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
I am a Financial Advisor in Waddell & Reed's Maitland, Florida office just north of Orlando.
My practice includes serving individual and institutional clients.
I provide comprehensive planning and financial services including investments, risk management/insurance, and estate planning within a consultative process.
My emphasis is on financial strategies for wealth-management issues determined through careful analysis of each client's particular financial situation..
.
I was raised as a military dependent living in multiple states within the USA as well as in Europe.
Prior to moving to Orlando in 2003, I had worked in the accounting field in San Diego, CA..
.
Tony moved to Orlando with an opportunity to work as a general agent before establishing a relationship with Waddell & Reed in 2007.
I and my wife, Michelle, love the family feel of Orlando and appreciate the close community atmosphere, a great environment in which to raise our son and daughter, Cody and Jadyn..
.
The Consultative process I use includes the following steps:.
1) Developing a financial plan by listening, asking questions, and identifying the client's financial goals..
2) Analyzing and determining the appropriate strategies and asset allocations for the individual or oganization..
3) Implementing an investment program according to the client's needs and objectives..
4) Monitoring the performance of the program and making adjustments as needed,.
depending on change in the market or the needs of the client..
.
I am involved in the community.
I am a Past President for the Kiwanis Club of Orlando and currently serve on the board of directors for Kiwanis Club of Orlando Foundation.
I participate in the Adventure Guide Program with my son through the Dr.
P.
Phillips YMCA and enjoy spending quality time with my family.
I am a sociable person and understand that success is earned through good relationships, devotion and hard work..
.
Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies..
______________________________________________.
.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor.
Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements..
.
This site is published for residents of the United States only.
Advisors of Waddell & Reed, Inc.
may only transact business in states where they are registered.
Therefore, a response to a request for information may be delayed..
.
For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762.
Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.
Established in the recent years Tony Pike, Financial Advisor at Waddell & Reed in orange , florida in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Tony Pike, Financial Advisor at Waddell & Reed is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
Keywords List :
Local business in united statesLocal business in floridaLocal business in orangeLocal business in 32751Advisor financialAt financialAt tonyFinancial pikeFinancial reedFinancial tonyPike atAt reedReed waddellTony pikeTony reedPike financialFinancial advisor at waddell reedOrange financial local businessAdvisor financialAt financialAt reedTony pikeTony reed
Frequently Asked Questions About This Location