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Home > Financial Services > Stock Brokers > Triangle Securities, Llc.
Triangle Securities, Llc.
Triangle Securities, Llc. is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Triangle Securities is an independent wealth management firm providing customized asset management and comprehensive financial planning services to individuals and institutional accounts, representing over $500 million in Client assets. Their firm was founded in 2000 by Paul D. Reynolds III, a 25 year veteran of the securities industry, in response to the large scale consolidation taking place within the financial services industry that virtually eliminated regional and local investment firms.
They believe that successful individuals prefer to work with an investment advisory firm committed to the delivery of personalized services by experienced professionals in a relationship based on mutual trust and respect. Collectively, they have over 250 years of experience in the financial services industry. The diversity of their backgrounds, with both large and small firms, enhances their ability to provide sound advice.
They have observed that the financial services industry appears to have lost its focus on the true, integrated wealth management needs of individual clients. In contrast, the portfolio strategists at Triangle Securities design customized investment portfolios, utilizing traditional strategies and innovative tools, to meet the lifetime financial goals of each client given their individual set of circumstances. They also seek to understand how much risk you are willing to bear in pursuing your desired returns before developing an investment strategy.
They help clients with Portfolio Analysis, Education Planning, Retirement Planning, Risk Management, and Estate Preservation. They consult with you to review the details of your customized investment plan and to confirm their understanding of your goals before executing their specific recommendations.
If you already have an investment portfolio, Triangle Securities can help identify areas where your portfolio can be strengthened. Once your custom plan is approved, they will implement your investment strategy and provide appropriate counsel as opportunities present themselves.
Their mission is to help their clients achieve the peace of mind that comes from placing their families' wealth in the hands of caring, competent and experienced people. Triangle Securities was founded to uphold the integrity of their profession by putting the needs of their clients first.
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