From: jeffrey E. <jeevacation@gmail.com>
Sent: Wednesday, February 10, 2016 5:25 PM
To: Richard Kahn
Subject: Re: credit cards
10k
On Wednesday, 10 February 2016, Richard Kahn >
wr=te:
=lease advise on credit limits for-and -
thank you
Richard Kahn
HBRK Associates Inc.
On Feb 9, 2016, at 6:53 PM, jeffrey=E. <jeevacation@gmail.com
<javascript:_e(%7B%7D,icvmrneevacation@gma=l.conf);» wrote:
=br>
we also shoudl get-and epstei= cards so they can charge my expensess diretly
On Sat, Feb 6, 2016 at =:19 PM, Richard Kahn
cjavascript:_e(%7B%7D=mcvmi. );» wrote:
1) Wells Fargo - curr=ntly have Zorro, Isj checking and personal credit cards (I have a friend i=
brokerage who may not be the ultimate right fit as he specializes in esop= however we can try to open brokerage)
http://www.karpexecgroup.wfadv.com/Robert-L-Karp,-CFP,-CRPC.e90815.htmq=>
<http://www.kar=execgroup.wfadv.com/Robert-L—Karp,-CFP,-CRPC.e90815.htm>
2) TD ameritrade -sfl account that Galloway use= is still open with 50,000 cash
3) Morgan Stanley=existing brokerage account in stc name currently has approximately
17,250,=00
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Search mid tier banks such as first republic, =ignature bank...
Please advise.
T=ank you
<=1>
Richard Kahn
HBRK Associates Inc.
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