Updated Saturday, May 18, 2013 as of 5:01 AM ET
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Securities America Targets HNW Clients
Donald Jay Korn
Paul Lofties, who has been promoted to senior vice president of wealth management at Securities America, said that reaching wealthy investors has been a challenge for independent broker-dealers because “traditionally, high-net-worth individuals have done more investing with wirehouses” but he has a strategy for success.
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