A pioneer in Stock-based lending, Equities First Holdings has continued to enhance its lending capabilities. Recently, Equities First Holdings (Australia) Pty Ltd. relocated its Melbourne offices to a bigger space in the city. Equities First Holdings’s Australian market has grown significantly. The new office has large space. This way, the company will be able to accommodate the increased number of clients and business associates. The office will also be easily accessible by customers and staff owing to its strategic location. The corporation will maintain its offices in Perth and Sydney.
A review of what Equities First Holdings specializes in
Equities First Holdings offers alternative lending services to its clients. The institution gives them loans against publicly traded shares. The company, which was established in 2002, operates in nine countries through wholly owned subsidiaries. These affiliate companies include Equities First (London) Ltd, Equities First Holdings Singapore Ltd, Equities First Holdings Hong Kong Ltd, and Equities First Holdings (Australia) Pty Ltd. To date, the corporation has completed over 700 transactions. These deals are worth $1.4 billion. The corporation has an efficient loan process that includes simple steps. It involves the valuation process and signing of term agreement. After the company has reviewed the information, they initiate the funding process, which takes seven working days.
Clients get a straightforward and personalized transaction that enables them to access loans efficiently and quickly. Equities First Holdings’ loan process is transparent and secure. While undertaking their operations, the employees uphold industry standards. Unlike conventional loans, stock-based loans are less restricted and have impressive LTV ratios. The company’s stock-based loans provide clients the flexibility of investing since they are non-recourse. Equities First Holdings offer low fixed rates of three percent on their loans and high loan-to-values ratios of 75 percent. The lender’s recovery depends on the collateral pledge. At the end of the loan term, the borrower retains 100 percent of the market value upon repayment of the principal funding. They also offers 24-hour customer service.
To know more visit @www.crunchbase.com/organization/equities-first-usa
David Giertz recently spoke about the subject of social security and retirement planning with Veronica Dagher, a columnist for the Wall Street Journal. David is the current Senior Vice President of Nationwide Financial Distribution and Sales. Giertz has about 30 years of experience in the insurance and financial industry. FINRA also lists David Giertz as a registered broker. According to him, social security is a complex issue, and thus not many advisors prefer to discuss it with their clients in retirement. He states that this is a colossal mistake.
David’s company, Nationwide Financial, recently conducted a survey and discovered that advisors do not speak to people on social security. Findings from the same study on Twitter showed that about four out of five people would opt to exchange advisors if their advisor did not discuss social security with them. The Social Security Handbook has 2700 rules, which to most people may be a lot to comprehend and understand. It is crucial that advisors speak to their clients about social security from a retention perspective at https://about.me/davidgiertz.
When planning your financial security in retirement, social security should always be considered as it could be up to forty percent of your retirement income. Advisors too need to tell their clients an ideal time to start social security. A lot of people start too early and end up losing thousands of dollars over their many years of retirement. Talking to your advisor about your social security number is good for an optimal retirement plan noted on angel.co.
David Giertz’s career began at Skokie Federal Savings in 1988. He did not work there for a long time. Before 2006, he used to work for very many financial institutions. He was employed at Nationwide in 2006 and 2013 he was moved up to the president of distribution and sales. He passed a couple of certifications in the course of his career.
Vinnie Parascandola: Using Career To Help Others
Vincent Parascandola, also better known as Vinny Parascandola, is the current vice president of AXA Advisors. With more than twenty five years in the industry, Vinny has mastered the art and skills in sales leadership and development of financial professionals. He joined AXA Advisors in 2004 as the president of the unit called Advantage Group. Here, he led his team to attracting and retaining financial professionals to the company. His commitment and determination saw him being appointed the senior executive vice president of the company from the co-manager of the New York Metro Branch.
Prior to joining AXA Advisors, he worked at MONY Life Insurance Company since 1990 till he left the company in 2004. He held various positions in the company. He also worked with various teams to increase the company’s sales in terms of the revenue acquired from selling insurance covers. Mr. Parascandola started his career as an agent for Prudential and worked hard towards being a respected leader in the insurance industry.
Working in insurance industry all his life exposed Vinny Parascandola to various groups of people. Meeting people from different backgrounds has given him a better understanding of dealing with people. He uses his knowledge and experiences to help others in the industry facing issues and problems.
He has been recognized for his management skills and his ability to guide and help his subordinates in their growth and development. So far, he has scooped the GAMA’s Career Development award and the Master Agency Award. He shares his knowledge and skills with companies and industries by speaking at conferences. His talents have been recognized, which makes him one of the few sought after speakers in New York.
Mr Parascandola attributes his success partly to his bachelor’s degree of science earned from Pace University, one of the best universities in New York. Additionally, the twenty five years he has been in the industry have been an eye opener for him. He has learned the art of networking and being able to attract and retain clients. He also believes in helping others through his career by giving talks that help change people’s mind sets and perspectives.