He is an experienced small business manager and consultant with more than thirty years of experience. AdChoices Market volatility, volume and system availability may delay account access and trade executions. 

Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made minus any losses due to trading or market volatility or margin debit balances for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion.

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It makes little sense if you know what you are doing. We meet and get to know you. You tell us, and we listen. A year veteran of the financial services industry, he possesses a strong background in investment research and portfolio construction, as well as a demonstrated dedication to client service.

Joe is the author of Empowered Investing: Strategies for Proactive Investors and the host of the syndicated weekly radio program, Empowered Investing. Joe studied at Millikin University. John leverages his prior teaching experience and contributes to the continual dynamic content available through the Institute. John holds the Series 65 Investment Advisory Representative license. Possessing in-depth experience in desktop and web-based software applications, as well as complex programming and internet technologies, he continually works to improve IEI infrastructure and client service tools.

Ion is both a Microsoft and Sun certified professional. Amanda is a true professional who brings her passion for the industry and a strong operational background to Investor Education Institute. His career focused on global business process enablement with external business partners across all functional areas of the corporation. Marty holds Series 65 Registered Investment Advisor license. A passionate student of Economics in its many forms, he brings with him more than 15 years of discretionary portfolio management, trading, finance, and business industry experience.



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