Series 65 Study Hall: Topics & Exam Tips

We had a great study session!

Thanks to all you brave souls that will pass the Series 65 in Sep 2008.

 

Congrats!

 

FYI

Here is a link to a free online resource to cover "special topics" and definitions for the Series 65.
http://www.investopedia.com/exam-guide/series-65/investment-advisor-registration/default.asp

Thanks

 

Victor

----- Original Message ----
From: Victor Lloyd Smith <vsmith@mlgcap.com>
Sent: Saturday, September 20, 2008 9:49:01 AM
Subject: Series 65 Study Hall (Today: Sat @ 1pm)

Hey Team!  Come to our Series 65 study hall & cram session this Saturday (1pm - 6pm) at our branch office in DUMBO, Brooklyn. Refreshments served. PLEASE RSVP: 718-875-8058  Series 65: Study Hall Sat 09/20/08 1pm to 6pm 45 Main Street, suite 615 Brooklyn NY 11201  Victor Lloyd Smith Investment Advisors International  Phone: 917-653-4406 

WFG/IAI SUPER TEAM SATURDAY 9/27/2008 (10am)

 

Super Saturday

Great Business Builders

September 27th 2008

Time: 10 am- 1pm

At

The Marriot Residence Inn New Rochelle NY

35 Lecount Place, 3rd Floor

Cappelli Board Room

917-636-7888

 

Guest Speakers

WFG Senior Vice Chairman

Bill Mitchell

 

Hosts:

Winston Thompson

Jay Maymi

John Lucas, Victor Smith & Erick Alexander

 

-------------------------------------------------------------------------------------------------

 

TEAM NEWS - MARK YOUR CALENDAR.

 

DONT MISS  THIS OPPORTUNITY TO HEAR FROM ONE OF THE GREAT BUSINESS BUILDERS IN THE FINANCIAL INDUSTRY.

 

WFG/IAI SENIOR VICE CHAIRMAN: BILL MITCHELL

 

PLACE: THE MARRIOT RESIDENCE INN NEW ROCHELLE NY.

              35 LECOUNT PLACE  3RD FLOOR

              CAPPELLI BOARD ROOM.

TIME:    10:00 AM --- 1:PM  TEL# 914-636-7888

 

BRING YOUR GUESTS

 

RSVP: 718-875-8058

 

HOSTS:

WINSTON THOMPSON ,JAY MAYMI,JOHN LUCAS,ERIC ALEXANDER.VICTOR SMITH

-------------------------

 

The Rise of Indian CEOs

Hi,

 

Per our discussion on the rise of Indian CEOs of the top tier American companies, the saga continues...

 

Pimco Co-CEO Bill Thompson to retire at year-end
Bond manager Pimco said Co-Chief Executive Bill Thompson plans to retire at the end of the year, and will be succeeded by Co-CEO Mohamed A. El-Erian, who returned to Pimco in January.

 

Why is this important?

PIMCO is a top fixed-income investment company. Their mutual funds are listed in many 401k and retirement savings plans. This company has a major stake in the Retirement Savings market, especially for Baby Boomers and those approaching retirement age.  The group that controls PIMCO, will have access to manage the retirement funds of millions of Americans.

 

Thanks

 

Victor Lloyd Smith

Millennium Lyon Asset Management

a member of Investment Advisors International

Phone: 917-653-4406

Email:  vsmith@mlgcap.com 

Get Investment Advice  |  Join Our Network

Business Networking Event (Wed 6PM 09/17/2008)

FYI

 

Here are two great opportunities to meet business owners and future clients.

 

Sterling National Bank Business Card Exchange (click here for info)

Date/Time:    Wednesday, September 17. 6-8PM

Location:     Sterling National Bank
                    512 Seventh Avenue
                    New York, NY
Your registration number is 17676.
The following additional attendees have also been registered:
- Victor Smith

- Grace Powell
- Victoria Lauren
- Alvin Hartley
- Jerry Zhang

Here are two other events for next Tuesday (09/09/2008).  You should register for an event and attend.

Communications Entrepreneurs & Innovations

 Tuesday, September 9. 8:30-6PM

 

Speed Networking Event

Tuesday, September 9. 5:30-8PM

 

Victor

917-653-4406