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INVESTMENT BANKING SUMMARY
WHAT IS AN INVESTMENT BANKER FIRM?
An Investment Banker acts as an intermediary between an issuer of securities and the investing public.
INVESTMENT BANKING SERVICES
Consultation, financial analysis and innovative, practical solutions for financing and securities offering alternatives as:
INITIAL PUBLIC OFFERINGS
A client (corporation) may qualify and choose to initiate a first offering of stock to the public.
A client may qualify and choose to offer the sale of securities to a limited number of private and/or institutional investors.
A NEW ISSUE of stocks or bonds may be placed privately with an accredited investor or an institutional investor like an insurance company or bank trust department.
A PRIVATE LIMITED PARTNERSHIP is also considered a private placement.
This material is for information purposes only and does not constitute an offer or a solicitation to purchase or sell securities. Information contained herein is done for the purpose of introduction and general product education and is provided on a best efforts basis from publicly available sources and is not guaranteed to be accurate.
Formal inquiries must refer to a specific Private Placement Memorandum and/or Prospectus for specific and detailed information. All potential investors must read the Memorandum and/or Prospectus, and no person may invest without acknowledging receipt and complete review of the Memorandum and/or Prospectus. Private Placement Investments suitable for accredited or qualified investors only.
When considering an investment past performance is no guarantee of future results.
Transactions subject to the U. S. A. PATRIOT ACT
Financial Exchange Coterie Home Page
1031 Exchange Investments at www.1031fec.com
One's property of value inevitably transfers ownership, with or without one's wishes.
Prepare now to save your family wealth. Ken Wheeler
K. B. (Ken) Wheeler
Financial Exchange Coterie
Mergers & Acquisitions-Investment Banking Intermediary
Florida International Trade Center
5654 Marquesas Circle
Sarasota, FL 34233-3331
Cell Direct: 515.238.9266
Thank you for visiting!
As fiduciary consultants we do not market stocks or securities.
We can recommend and assist planning for finance and estates with significant alternative assets that join stocks and other holdings for diversification.
Kenneth Wheeler recommends experienced accounting and legal counsel as advisors for one's financial and estate planning.
Kenneth Wheeler is a Iowa Real Estate Broker
Kenneth Wheeler DBA Financial Exchange Coterie (FEC) is a Florida Real Estate Broker
FEC Affiliates: 1031FEC - First Executive - 1Exec - 1LessTax - Deferred Proceeds Trust - Perpetual Legacy Trust - Integrated Energy Group - Deferred Proceeds Trust - Off-Market - Santa Cause
Copyright © 2016 K. B. Wheeler All rights reserved
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