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-   -   Municipal bond agent (https://www.talkofthevillages.com/forums/investment-talk-158/municipal-bond-agent-103420/)

jojo 01-31-2014 06:37 PM

Municipal bond agent
 
There is an ad in today's Sun by Edie Naisello, a municipal bond agent. Has anyone had any experience with her?

784caroline 01-31-2014 08:17 PM

Edie is legit...she is located in Boca Rotan but has actually come to TV a number of times and given presentations, for a good number of her clients are located in TV. A while back she was the only one who could offer (or sell) the TV CDD bonds --- not the Recreation bonds under scrunity and they have been wonderful.

She will work with you and actually either hold the bonds you buy from her in their FMS account or transfer them to whatever acount you want (ie Vanguard, Price, Fidelity etc) at no cost.

The only issue today is do you want Bonds in your portfolio...not with Edie!!

jojo 01-31-2014 11:00 PM

Quote:

Originally Posted by 784caroline (Post 821890)
Edie is legit...she is located in Boca Rotan but has actually come to TV a number of times and given presentations, for a good number of her clients are located in TV. A while back she was the only one who could offer (or sell) the TV CDD bonds --- not the Recreation bonds under scrunity and they have been wonderful.

She will work with you and actually either hold the bonds you buy from her in their FMS account or transfer them to whatever acount you want (ie Vanguard, Price, Fidelity etc) at no cost.

The only issue today is do you want Bonds in your portfolio...not with Edie!!

Thank you 784 Caroline. Your post is most helpful.


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