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Jeffrey F
Series 63, Series 65
Washington, PA
Money Concepts Capital Corp
Jeffrey Fine is a financial advisor with Money Concepts Capital Corp in Washington, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and also serves as an owner and officer of Accountmaster, Inc., a tax preparation and accounting business. Additionally, he established Fine Financials Professional Corporation for general tax and business purposes. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm utilizes a combination of model portfolios and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets and offer various managed programs.
Adam P
Series 66
Washington, PA
Money Concepts Capital Corp
Adam Pokorski is a financial advisor with Money Concepts Capital Corp in Washington, PA, holding a Series 66 designation and one year of industry experience. He has worked at Money Concepts Capital Corp and AccountMaster, Inc, where he serves as a CPA and tax accountant. Outside of his advisory role, he is the board chairperson and treasurer for the Washington County Gay Straight Alliance, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages a variety of programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.
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