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Tom Meaglia, ChFC®, AEP®,
CLU®, CRPC®, MSFS
Chartered Financial Consultant
Investment Advisor Representative
Chartered Retirement Planning Counselor
CA Insurance Lic. #0567507
Meaglia Financial Consulting
2105 Foothill Blvd., #B140, La Verne, CA 91750
Toll Free: 800-386-3700
Bus: 909-593-6105
Cell: 818-681-8600
Fax: 909-593-6120
Email: tom@meagliafinancialconsulting.com
Website: www.meagliafinancialconsulting.com
Because it is so commonplace, investment jargon can stump even regular investors. But high net worth investors may want to pay extra attention to decipher this handful of definitions.
Angel Investor - A person or organization directly investing in a company, which is usually in the startup phase.
Convertible - Not the car, but a loan to a company that later may be converted to stock.
Private Offering - Also known as an exempt offering, private offerings are an interest in a company not registered with the Securities and Exchange Commission (SEC).
Private Placement - A direct investment in a security or real estate fund not traded in public markets, typically made by private offering.
Registered Offering - A security sold to the public that is registered under the Securities Act.
Restricted Stock Award - Offered by companies as compensation, this award has varied tax consequences that may require the counsel of your accounting professional.
Seed Round - The beginning of a company marketing or development effort usually funded by angel investors and others.
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Thomas Meaglia is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
Insurance and annuity products are not sold through Fusion Capital Management. Fusion does not endorse any annuity or insurance product, nor does it guarantee any insurance or annuity performance. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from Fusion's investment advisory fees.
Meaglia Financial Consulting and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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