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Robert James Morella
Compliance Officer chez
Apex Capital Management LLC
Profil
Mr. Robert J.
Morella, CPA, is an Investment Adviser & Managing Partner at Apex Capital Management LLC.
He is a Certified Public Accountant and serves as a partner in the accounting firm of Arsement, Redd & Morella, LLC.
He is a 1980 Graduate from the University of Southwestern Louisiana with a Bachelor of Science degree in Business Administration with a major in Accounting.
He is licensed as a personal financial specialist (PFS) through the American Institute of Certified Public Accountants and is Series 66 registered.
He is a member of the tax and personal financial planning division of the American Institute of Certified Public Accountants.
He is also a member of the National Association of Personal Financial Advisors.
Postes actifs de Robert James Morella
| Sociétés | Poste | Début |
|---|---|---|
Apex Capital Management LLC
 Apex Capital Management LLC Investment ManagersFinance Apex uses fundamental analysis when considering investment strategies and recommendations for clients. When implementing investment advice, they usually use long-term purchases (securities held at least a year) and short-term purchases (securities sold within a year) as investment strategies. | Compliance Officer | 01/10/1999 |
Formation de Robert James Morella
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
30
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Apex Capital Management LLC
Apex Capital Management LLC Investment ManagersFinance Apex uses fundamental analysis when considering investment strategies and recommendations for clients. When implementing investment advice, they usually use long-term purchases (securities held at least a year) and short-term purchases (securities sold within a year) as investment strategies. | Finance |
University of Louisiana at Lafayette
 University of Louisiana at Lafayette Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
