Partner Reports By Designed Securities

In this Partner Report, Designed Securities Ltd. partners Gillian Kunza, CEO and Michael Konopaski, CFO introduce unique perspectives relevant to an investment advisor or portfolio manager’s decision to leave their dealer.

Partner Reports


Have You Thought About What Season Your Practice is in?

The Seasons of an Advisor’s Practice: Winter, a time to reconnect, reflect and retreat

December 6, 2021

4 min read

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