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Consolidated Consultants Co. Providing nationwide referrals of expert witness services and medical expert witness services to attorneys and insurance companies.
CCc provides FREE nationwide referrals of Expert Witness services and Medical Expert Witness services. We are focused on providing complimentary first-rate referrals of expert witness services to attorneys and insurance companies. Browse our Expert Witness directory consisting of over 10,000 broad-based Expert Witness and Medical Expert Witness fields to find that perfect expert.
Consolidated
Consultants Co.
289 Church Ave.
Chula Vista, CA 91910
(619) 422-5559
(800) 683-9847
fax (619) 422-8101
info@freereferral.com
Securities Financial Consultant Expert Witness
Securities Financial Consultant Expert Witness, Securities expert witness, Common Stocks expert witness, Preferred Stocks expert witness, Bonds expert witness, Annuities expert witness, Mutual Funds expert witness, Tax Preparation expert witness, Insurance expert unauthorized trading expert witness, churning expert witness
Expert Witness No.1074
CaliforniaBusiness Specialty
Expert Witness for Securities Industry Arbitrations.
Product specialty areas include Stocks, Bonds, Options, Mutual Funds, Annuities, Managed Money (fee based), Insurance and Tax Preparation Services.
Have served as Corporate Representative in Arbitrations with NASD panels on the West Coast.
Familiar with plaintiffs, attorneys and large wire house legal firms.
Areas of Strength
Common Stock, Preferred Stock, Initial Public offerings, Bonds - taxable and tax free, Mutual Funds -Open ended and Closed end, Call and Put Options and Option Strategies, Annuities - Fixed and Variable.
Currently qualified to review cases involving churning, unauthorized trading, and unsuitable recommendations beyond client investment objectives.
Qualified to review cases involving Managerial problems such as Memo of Understanding, raiding of books, hiring problems, sexual harassment, hostile work environments, lack of training, lack of supervision.
Able to review cases and advise attorney on potential for case, possible damages, and extent of damages.
Professional Licenses
NASD Series 7,8,63,65.
California Licensed for Annuities and Life Sales. Also approved in Florida and Oregon.
Education
Graduate 1976 San Marino High School
Graduate 1978 Pasadena City College
Studied Economics 1978 - 1980 at University of California, San Diego
Affiliations
The Options Institute - 1991 graduate. Qualified instructor to firm clients & account executives.
San Diego Stock & Bond Club - Past President. Member since 1988.
Business Experience
Owner and President - Phelps Dennison & Associates, San Diego, CA 1981-1986
Specializing in Tax Preparation and Insurance Services
Securities Industry
Paine Webber - Financial Advisor, Escondido, CA 1986 - 1989
Prudential Securities - Vice President
Financial Advisor, Rancho Bernardo, CA 1989
Management Training Associate, La Jolla, CA 1990
Manager, East Coast Training Center, New York City 1991 - 1993
Regional Training Officer, Newport Beach CA 1993 - 1996
Smith Barney - Sr. V.P., Financial Consultant, La Jolla, CA 1996 - 1998
Everen Securities - Sr. V.P., Branch Manager - La Jolla, CA 1998 - 2001
Became First Union Securities 1999, which became Wachovia Securities 2001
Local Securities Firm - Sr. V.P. - San Diego, CA 2001 - present