Services I Offer
Services
Claudia Rea Lovell is a Financial Consultant and Wealth Creator living in USA, who has over 17 years of professional experience, and has merits of awards as well as Professional Certificate/license in Europe, North-American and African.
Portfolio Management
Managing a portfolio is a strategic process of choosing and overseeing investment assets to meet defined goals.
Investment Banking
Investment banking is centered around assisting clients to amass capital via securities underwriting and issuing.
Financial Advisory
Financial advisors devise strategies to help manage fiscal well-being. They offer guidance on diverse topics including investment, insurance, retirement planning, and estate management.
Cryptocurrency
Cryptocurrencies are digital currencies, protected by cryptographic technology. Bitcoin is the most recognized among them. They are decentralized, usually leveraging blockchain technology for their operations. Cryptocurrencies serve various purposes, including online transactions, investment, and occasionally, as a reservoir of value.
Trading Services
Trading services encompass the purchase and sale of financial tools like stocks, bonds, commodities, and derivatives. These services could encompass brokerage, research, and financial analysis, provided by entities such as trading firms, banks, and online platforms.