xcelwealth.com xcelwealth.com

xcelwealth.com

Xcel Wealth Management

Our mission is to manage your investable assets and to assist you in making intelligent, informed decisions on how to best achieve long-term growth and capital appreciation in your investment portfolio. Risk Assessment An attempt to identify your level of tolerable risk to an acceptable level of market volatility and expected investment return. Investment Composition An investment strategy designed to achieve your unique financial expectations relative to your risk factors and predetermined benchmarks.

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CONTACTS AT XCELWEALTH.COM

Xcel Wealth Management

Jonathan Xynidis

110 O●●●●●e Ave

Dayt●●●●each , Florida, 32114

United States

386●●●669
jx●●●●●●@hotmail.com

View this contact

Xcel Wealth Management

Jonathan Xynidis

110 O●●●●●e Ave

Dayt●●●●each , Florida, 32114

United States

386●●●669
jx●●●●●●@hotmail.com

View this contact

Xcel Wealth Management

Jonathan Xynidis

110 O●●●●●e Ave

Dayt●●●●each , Florida, 32114

United States

386●●●669
jx●●●●●●@hotmail.com

View this contact

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Xcel Wealth Management | xcelwealth.com Reviews
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Our mission is to manage your investable assets and to assist you in making intelligent, informed decisions on how to best achieve long-term growth and capital appreciation in your investment portfolio. Risk Assessment An attempt to identify your level of tolerable risk to an acceptable level of market volatility and expected investment return. Investment Composition An investment strategy designed to achieve your unique financial expectations relative to your risk factors and predetermined benchmarks.
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1 about xcel
2 who we are
3 our mission
4 what we do
5 methodology
6 overview
7 analysis
8 strategies
9 ethics
10 code of ethics
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about xcel,who we are,our mission,what we do,methodology,overview,analysis,strategies,ethics,code of ethics,practices,brokerage practices,xcel wealth management,address,email,110 orange avenue,jxynidis@xcelwealth com,cell,erick@xcelwealth com
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Xcel Wealth Management | xcelwealth.com Reviews

https://xcelwealth.com

Our mission is to manage your investable assets and to assist you in making intelligent, informed decisions on how to best achieve long-term growth and capital appreciation in your investment portfolio. Risk Assessment An attempt to identify your level of tolerable risk to an acceptable level of market volatility and expected investment return. Investment Composition An investment strategy designed to achieve your unique financial expectations relative to your risk factors and predetermined benchmarks.

INTERNAL PAGES

xcelwealth.com xcelwealth.com
1

Xcel Wealth Management

http://www.xcelwealth.com/index.php

Our mission is to manage your investable assets and to assist you in making intelligent, informed decisions on how to best achieve long-term growth and capital appreciation in your investment portfolio. Risk Assessment An attempt to identify your level of tolerable risk to an acceptable level of market volatility and expected investment return. Investment Composition An investment strategy designed to achieve your unique financial expectations relative to your risk factors and predetermined benchmarks.

2

Xcel Wealth Management

http://www.xcelwealth.com/pages/overview.php

Methods of Analysis, Investment Strategies. Our portfolio management services combine your financial needs and investment objectives, time horizon, and risk tolerance to yield an effective investment strategy. Your portfolio is then tailored to these unique investment parameters using primarily equity ( stock ) positions, fixed income/debt ( bond ) instruments, investment company ( mutual fund ) products, and exchange traded funds ( ETFs ). How we get to know you. Identified areas of greatest distress;.

3

Xcel Wealth Management

http://www.xcelwealth.com/pages/code_of_ethics.php

Honest and ethical conduct. Full, fair and accurate disclosure. Compliance with applicable rules and regulations. Reporting of any violation of the Code. To help you understand our ethical culture and standards, how we control sensitive information and what steps have been taken to prevent personnel from abusing their inside position, a copy of our Code of Ethics is available for review upon request. Daytona Beach, Florida 32114. Daytona Beach, Florida 32114. 2016 Xcel Wealth Management.

4

Xcel Wealth Management

http://www.xcelwealth.com/pages/investment_strategies.php

We are not bound to a specific investment strategy or ideology for the management of your investment portfolio. We understand markets and money made from increased stock values has greater risk (volatility) than money earned from dividends (secure and stable) in income oriented securities. Our goal is to balance making and earning money by maintaining a disciplined management approach, regardless of the strategy, so as to not sacrifice long-term goals for short term gains. Daytona Beach, Florida 32114.

5

Xcel Wealth Management

http://www.xcelwealth.com/pages/our_mission.php

Our mission is to manage your investable assets and to assist you in making intelligent, informed decisions on how best to achieve long-term growth and capital appreciation in your investment portfolio. We maintain one overall objective structure and implement investment strategies designed to maximize wealth, maintain investment expectation, and minimize risk. Daytona Beach, Florida 32114. Daytona Beach, Florida 32114. 2016 Xcel Wealth Management.

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Xcel Wealth Management

Our mission is to manage your investable assets and to assist you in making intelligent, informed decisions on how to best achieve long-term growth and capital appreciation in your investment portfolio. Risk Assessment An attempt to identify your level of tolerable risk to an acceptable level of market volatility and expected investment return. Investment Composition An investment strategy designed to achieve your unique financial expectations relative to your risk factors and predetermined benchmarks.

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