![Charlie Stoll](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Charlie Stoll
Chief Executive Officer at Winning Points Advisors LLC
Charlie Stoll active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 31/05/1989 | - |
Portfolio Manager-Equities | 31/05/1989 | - | |
Compliance Officer | 31/05/1989 | 31/12/2021 | |
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. | Director/Board Member | 03/06/2015 | - |
President | 03/06/2015 | - |
Career history of Charlie Stoll
Former positions of Charlie Stoll
Companies | Position | Start | End |
---|---|---|---|
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 | 30/12/2008 | 30/12/2008 |
Training of Charlie Stoll
Stetson University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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