Charlie Stoll
Algemeen Directeur bij Winning Points Advisors LLC
Profiel
Charles Sutcliffe Stoll is currently the Managing Member at Winning Points Advisors LLC since 1989 and the President & Trustee at WP Trust since 2015.
He was previously the Principal at Mutual Service Corp.
from 1989 to 2008.
He received his undergraduate degree from Stetson University in 1977.
Actieve functies van Charlie Stoll
| Bedrijven | Functie | Begin |
|---|---|---|
Winning Points Advisors LLC
 Winning Points Advisors LLC Investment ManagersFinance Winning Points Advisors LLC (WPA) is an independent registered investment advisor headquartered in Boca Raton, Florida. Founded in 1989, WPA offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Algemeen Directeur | 01-06-1989 |
WP Trust
 WP Trust Finance/Rental/LeasingFinance WP Trust operates as an open-end investment management company. The company was founded on June 4, 2015 and is headquartered in Boca Raton, FL. | President | 04-06-2015 |
Eerdere bekende functies van Charlie Stoll
| Bedrijven | Functie | Einde |
|---|---|---|
Mutual Service Corp.
 Mutual Service Corp. Investment Banks/BrokersFinance Mutual Service Corp. provides securities brokerage services. The firm’s products and services include Turnkey mutual fund programs, flexible fee-based and separately managed accounts, fixed insurance, and UITs. It provides its services to independent registered financial planners throughout the United States. The company was founded by Thomas W. Brubaker in 1969 and is headquartered in West Palm Beach, FL. | Corporate Officer/Principal | 31-12-2008 |
Opleiding van Charlie Stoll
| Stetson University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Winning Points Advisors LLC
Winning Points Advisors LLC Investment ManagersFinance Winning Points Advisors LLC (WPA) is an independent registered investment advisor headquartered in Boca Raton, Florida. Founded in 1989, WPA offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
Mutual Service Corp.
Mutual Service Corp. Investment Banks/BrokersFinance Mutual Service Corp. provides securities brokerage services. The firm’s products and services include Turnkey mutual fund programs, flexible fee-based and separately managed accounts, fixed insurance, and UITs. It provides its services to independent registered financial planners throughout the United States. The company was founded by Thomas W. Brubaker in 1969 and is headquartered in West Palm Beach, FL. | Finance |
WP Trust
WP Trust Finance/Rental/LeasingFinance WP Trust operates as an open-end investment management company. The company was founded on June 4, 2015 and is headquartered in Boca Raton, FL. | Finance |
