In this episode, Jose O. Segura, wealth management advisor and certified business exit planner, discusses establishing objectives within financial planning and organization, how to diversify your portfolio in ever-changing markets and more.
Jose O. Segura, is a wealth management advisor and certified business exit planner.
We’d love to hear from you! Send your comments/questions to Dr. Mali at [email protected]. Follow us on Twitter @Healio_OSN. For more information about Segura, visit www.joseosegura.com, reach him by email at [email protected], or call 518-867-3210 x104.
Disclosures: Mali reports he is founder and CEO of Mali Enterprises; retina medical director at Macular Degeneration Association; grant/research support from Alimera Sciences, Allergan/AbbVie, Chengdu Kanghong Biotechnology, Genentech, Notal Vision, Regeneron and Santen; consulting for Alimera Sciences, Allergan/AbbVie, Eyepoint Pharmaceuticals, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis, Regeneron and Sun Pharmaceuticals; speaker bureau for Alimera Sciences, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis and Sun Pharmaceuticals; and stock/shareholder with AbbVie and Regeneron. Segura reports he is a registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800.
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