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This is your money and you’ve worked hard for it. Besides your family and your health, this is one of the most important areas of your life. We feel honored to earn your trust every day.
Associations
- Central Bucks YMCA Youth Programs, Guides & TrailBlazers
- CYO Youth Football Coaching, Grades 7 & 8, Corpus Christi & MMR Cougars
- LeTip of Doylestown
- The Surfrider Foundation, for a cleaner ocean
Services
- Precious Metals
- 401k Rollovers
- Retirement Planning
- Estate Planning
- Municipal Bonds
- Professional Portfolio Management
- Corporate Retirement Plans
- Exchange Traded Funds
- Fixed Income
Education and Licensing
- B.S. in Business Administration/Finance
Boston University
Boston, Massachusetts - International Finance Minor
London School of Economics
London, United Kingdom - Series 7 - General Securities License
- Series 63 - Uniform State Exam
- Series 3 - National Commodity Futures
- Life, Health, and Variable Annuity Insurance Licensed
Business Experience
- 1990
- 1994: London and New York Financial Futures Exchanges
Floor Trader and Portfolio Manager - 1994
- 1999: Philadelphia Stock Exchange
Floor Trader and Portfolio Manager - 1999
- 2007: Smith Barney
Financial Advisor, Vice President, Portfolio Manager - 2007
- Present: Morgan Stanley Smith Barney
Financial Advisor, Vice President, Portfolio Manager
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Rick Wagner, Jr. is licensed in the following state(s):
AL, AR, CA, DE, FL, GA, LA, MD, ME, MS, NC, NJ, NM, NY, OH, OR, PA, SC, SD, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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