I don’t know the specific firm, but have worked in investment research and adjacent fields, including investment marketing; I would be extremely wary. Okay, I just clicked through on one of their “premium services”- it was slick, looked shady- there are no overt disclosures but that stuff can be hidden with unrelated parties- IDK it looks identical to paid investor relations marketing campaigns to me. I would stay away, even on their free recommendations.
Sorry. I don’t know him, but if the
Better Business Bureau still exists at all, they should be able to help you verify if this fellow has certain licenses or certifications. For example: Does he have a Series 7 to sell or trade stocks?
Is there any customer talk about him on YELP?
Don’t let him know your full net value, yet, if ever.
“Surely someone knows who he is. He brags on himself a lot.”
A simple Google search would show that he had to pay a $30 million fine for defrauding investors.
I suggest that you learn to do due diligence. Or just put your money in an index fund.
He has been around a long time.
with all the free tools and research available out there,just research yourself,,or do the exact opposite of jim cramer lol
Bogleheads...free great advice
It seems that all investing services use the same format to get membership: Offer a service at a low cost which ultimately doesn’t give you much advice and then try to upgrade your service to a higher priced “superduper” membership.
Navelier actually makes some sense in his daily podcast on the lowest rung of his service memberships, he just doesn’t give much specific info about individual stocks.