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Preferred Stock
Data Request/Dependent
Kyle Geers - Prospect I demo'd 07/20 ( David Vomund - dvomund@etfportfolios.net) was looking for preferred data as he allocates 50% of his portfolio to pfds
request from ben lau on 2/3/2016
request from ben lau on 2/3/2016
request from doug weiss on 1/21/2016. also from ric dostie 1/17/2016. also david hodge - that is all i can dig up from the most recent mentions of it but i hear it all the time (also how come you can only add something to this site once a minute? hm)
request from doug weiss on 1/21/2016. also from ric dostie 1/17/2016. also david hodge - that is all i can dig up from the most recent mentions of it but i hear it all the time (also how come you can only add something to this site once a minute? hm)
Requested from Ivan Hernandez on 2/9/2016!
Requested from Ivan Hernandez on 2/9/2016!
requested by frank ashley (frank@ashleyfinancialservices.com) on 2/16
requested by frank ashley (frank@ashleyfinancialservices.com) on 2/16
Research on this has begun.
Research on this has begun.
also david berman (pro client) on 3/28/2016
also david berman (pro client) on 3/28/2016
on hold till we use CUSIPs
on hold till we use CUSIPs
requested by fredrik rydlund (pro) on 4/28/2016
requested by fredrik rydlund (pro) on 4/28/2016
Michael Sheha (Pro - 1 seat)
Michael Sheha (Pro - 1 seat)
requested by Pete Carmasino 11/18/2016 (1 sesat pro)
requested by Pete Carmasino 11/18/2016 (1 sesat pro)
also requested by arie korving 11/18/2016 (2 seat pro)
also requested by arie korving 11/18/2016 (2 seat pro)
Rob Auclair | Rauclair@balancedwealth.com 2,400
Rob Auclair | Rauclair@balancedwealth.com 2,400
Scott Smith - Conscious Investment Services - $2,520
Scott Smith - Conscious Investment Services - $2,520
Requested by Keith Trent at SG Wealth $12,600
Requested by Keith Trent at SG Wealth $12,600
Paul Marche - Edward Jones - $4,800
Paul Marche - Edward Jones - $4,800
James Pope - Advisor.Investments - $7,500
James Pope - Advisor.Investments - $7,500
tkocon@splitrockprivatetrading.com - $2,400
tkocon@splitrockprivatetrading.com - $2,400
Aria Krumwiede - Dowling & Yahnke - $29k
Aria Krumwiede - Dowling & Yahnke - $29k
mark.asaro@nm.com - 2400
mark.asaro@nm.com - 2400
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