{"id":183258,"date":"2023-10-12T08:00:00","date_gmt":"2023-10-12T00:00:00","guid":{"rendered":"https:\/\/pingtungtimes.com.tw\/?p=183258"},"modified":"2023-10-12T08:00:00","modified_gmt":"2023-10-12T00:00:00","slug":"j-s-held-%e9%80%8f%e9%81%8e%e6%94%b6%e8%b3%bc-finra-%e8%a8%bb%e5%86%8a%e7%b6%93%e7%b4%80%e4%ba%a4%e6%98%93%e5%95%86-phoenix-management-services-%e5%92%8c-phoenix-ib-%e4%be%86%e8%bd%89","status":"publish","type":"post","link":"https:\/\/pingtungtimes.com.tw\/?p=183258","title":{"rendered":"J.S. Held \u900f\u904e\u6536\u8cfc FINRA \u8a3b\u518a\u7d93\u7d00\u4ea4\u6613\u5546 Phoenix Management Services\u00ae \u548c Phoenix IB\u00ae \u4f86\u8f49\u8667\u70ba\u76c8\u4ee5\u53ca\u91cd\u7d44\u696d\u52d9\u3001\u63d0\u9ad8\u4f01\u696d\u878d\u8cc7\u548c\u878d\u8cc7\u696d\u52d9\u7684\u80fd\u529b"},"content":{"rendered":"<div>\n<table name=\"logo_release\" border=\"0\" cellspacing=\"10\" cellpadding=\"5\" align=\"right\">\n<tbody>\n<tr>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span class=\"legendSpanClass\">\u7d10\u7d04\u8036\u54e5\u5229<\/span><span class=\"legendSpanClass\">2023\u5e7410\u670812\u65e5<\/span> \/\u7f8e\u901a\u793e\/ &#8212; \u5168\u7403\u54a8\u8a62\u516c\u53f8 J.S. Held\u5ba3\u4f48\u85c9\u8457\u6536\u8cfc Phoneix Management \u4f86\u64f4\u5927\u4f01\u696d\u878d\u8cc7\u548c\u6295\u884c\u696d\u52d9\uff0c\u63d0\u4f9b\u805a\u7126\u71df\u904b\u8f49\u578b\u3001\u4ea4\u6613\u3001\u6230\u7565\u6210\u9577\u6295\u8cc7\u8005\u670d\u52d9\u3002Phoenix IB<sup>\u00ae<\/sup> \u662f\u4e00\u5bb6\u9075\u7167\u806f\u90a6\u53ca\u5dde\u8b49\u5238\u6cd5\u5f8b\u7684\u7368\u7acb\u6301\u724c\u7d93\u7d00\u4ea4\u6613\u5546\uff08CRD \u865f\u78bc\uff1a132710\/SEC \u865f\u78bc\uff1a8-66628)\uff0c\u70ba\u5168\u7f8e\u4e2d\u578b\u4f01\u696d\u63d0\u4f9b\u5c08\u696d\u7684\u6295\u884c\u65b9\u6848\u3002<\/p>\n<p>Phoenix Management Services<sup>\u00ae<\/sup>\u662f\u7531\u00a0Michael Jacoby\u3001James Fleet\u3001Brian Gleason \u53ca\u00a0Joseph Nappi \u9818\u5c0e\uff0c\u5728\u903e\u00a050 \u500b\u884c\u696d\u64c1\u6709\u6578\u5341\u5e74\u7684\u7d93\u9a57\uff0c\u670d\u52d9\u8d85\u904e\u00a01,600 \u540d\u5ba2\u6236\u3002\u85c9\u8457\u9019\u4e9b\u7d93\u9a57\u8207\u80fd\u529b\uff0c\u5718\u968a\u7c4d\u52a9\u5feb\u901f\u8a55\u4f30\u8907\u96dc\u7684\u5883\u6cc1\uff0c\u63d0\u4f9b\u6709\u50f9\u503c\u7684\u8ca1\u52d9\u777f\u898b\u53ca\u71df\u904b\u8a55\u50f9\uff0c\u5354\u52a9\u79c1\u71df\u53ca\u516c\u71df\u5ba2\u6236\u5be6\u73fe\u4ed6\u5011\u7684\u5546\u696d\u76ee\u6a19\u3002\u4ed6\u5011\u7684\u5c08\u5bb6\u670d\u52d9\u904d\u4f48\u5404\u884c\u5404\u696d\u7684\u4e2d\u578b\u5ba2\u6236\uff0c\u63d0\u4f9b\uff1a<\/p>\n<ul type=\"disc\">\n<li>\u7834\u7522\u8aee\u8a62<\/li>\n<li>\u5546\u696d\u53ca\u71df\u904b\u8a55\u4f30<\/li>\n<li>\u5371\u6a5f\u3001\u626d\u8667\u70ba\u76c8\u4ee5\u53ca\u6d41\u52d5\u8cc7\u91d1\u7ba1\u7406<\/li>\n<li>\u7368\u7acb\u8463\u4e8b\u89d2\u8272<\/li>\n<li>\u7ba1\u7406\u5c64\u6d3e\u9063\uff08\u884c\u653f\u7e3d\u88c1\u3001\u8ca1\u52d9\u7e3d\u76e3\u3001\u71df\u904b\u7e3d\u76e3\u3001\u98a8\u96aa\u7e3d\u76e3\uff09<\/li>\n<li>\u6295\u8cc7\u8005\u652f\u63f4\u670d\u52d9<\/li>\n<li>\u71df\u904b\u63d0\u5347\u53ca\u91cd\u7d44<\/li>\n<li>\u6709\u64d4\u4fdd\u50b5\u6b0a\u4eba\u8aee\u8a62<\/li>\n<\/ul>\n<p>Phoenix Management \u7684\u9ad8\u7d1a\u57f7\u884c\u8463\u4e8b\u517c\u80a1\u6771\u00a0Michael Jacoby \u5206\u4eab\u9053\uff1a\u300c\u6211\u5011\u8a8d\u70ba\u6211\u5011\u5718\u968a\u8207\u00a0J.S. Held \u7684\u5c08\u5bb6\u5171\u540c\u64f4\u95ca\u57f7\u884c\u3001\u8ca1\u52d9\u3001\u71df\u904b\u53ca\u6230\u7565\u7ba1\u7406\u7684\u5c08\u9577\uff0c\u5c07\u70ba\u4f01\u696d\u5e36\u4f86\u5de8\u5927\u7684\u6a5f\u9047\u3002\u300dJacoby \u5148\u751f\u7e8c\u7a31\uff1a\u300c\u4f5c\u70ba\u00a0J.S. Held \u7684\u4e00\u90e8\u5206\uff0c\u6211\u5011\u7684\u5ba2\u6236\u5c07\u53d7\u60e0\u65bc\u6211\u5011\u7684\u5168\u7403\u7db2\u7d61\u53ca\u696d\u52d9\u64f4\u5c55\u80fd\u529b\uff0c\u4e26\u8207\u00a01,500 \u540d\u5c08\u5bb6\u5171\u540c\u5408\u4f5c\uff0c\u5145\u5206\u904b\u7528\u4ed6\u5011\u7684\u6280\u8853\u8207\u79d1\u5b78\u5c08\u9577\uff0c\u4ee5\u53ca\u5c0d\u7121\u5f62\u50f9\u503c\u52d5\u56e0\u7684\u771f\u77e5\u707c\u898b\u3002\u300d<\/p>\n<p>Phoenix IB<sup>\u00ae<\/sup> \u4e3b\u8981\u9762\u5411\u4e2d\u578b\u4f01\u696d\u63d0\u4f9b\u8ce3\u65b9\u53ca\u8cb7\u65b9\u4f75\u8cfc\u8aee\u8a62\u670d\u52d9\u3001\u79c1\u4eba\u50b5\u52d9\u53ca\u79c1\u52df\u3002\u8a72\u6295\u884c\u5718\u968a\u64c1\u6709\u8c50\u5bcc\u7684\u7d93\u9a57\u3001\u6578\u5341\u5e74\u7684\u591a\u5143\u4ea4\u6613\u95dc\u4fc2\uff0c\u4e26\u5728\u57f7\u884c\u5275\u65b0\u53ca\u5c62\u7372\u5609\u734e\u7684\u4ea4\u6613\u5546\u64c1\u6709\u6210\u529f\u7684\u5f80\u7e3e\u3002\u5718\u968a\u5584\u65bc\u8655\u7406\u8907\u96dc\u7684\u4ea4\u6613\uff0c\u5305\u62ec\u5c0f\u773e\u696d\u52d9\u6216\u4ee5\u6545\u4e8b\u70ba\u5c0e\u5411\u7684\u4ea4\u6613\uff0c\u6eff\u8db3\u7dca\u5f35\u7684\u8cc7\u91d1\u671f\u9650\u6216\u9ad8\u5f37\u5ea6\u7684\u69d3\u687f\u8981\u6c42\u3001\u7279\u6b8a\u7d50\u69cb\u8a2d\u8a08\u8981\u6c42\uff0c\u4ee5\u53ca\u4e0d\u826f\u50b5\u52d9\u6216\u626d\u8667\u70ba\u76c8\uff08\u5305\u62ec\u6839\u64da\u7b2c\u00a0363 \u689d\u9032\u884c\u7684\u51fa\u552e\u6d41\u7a0b\uff09\u3002\u00a0<\/p>\n<p>J.S. Held \u7684\u57f7\u884c\u526f\u7e3d\u88c1\u00a0David Weiner \u5206\u4eab\u9053\uff1a\u300c\u5728\u672c\u5b97\u6536\u8cfc\u4ea4\u6613\u5438\u5f15\u6211\u5011\u7684\u773e\u591a\u8ce3\u9ede\u4e2d\uff0c\u96d9\u65b9\u6975\u5177\u5275\u696d\u7cbe\u795e\u8207\u9060\u898b\u7684\u9818\u5c0e\u8005\u6700\u70ba\u7279\u5225\uff0c\u6211\u5011\u805a\u7126\u5354\u52a9\u5ba2\u6236\u6700\u5927\u9650\u5ea6\u63d0\u5347\u4f01\u696d\u50f9\u503c\u7684\u71df\u904b\u5de5\u4f5c\u3002\u300dWeiner \u7e8c\u9053\uff1a\u300cPhoenix \u5718\u968a\u7684\u52a0\u5165\u5c07\u63d0\u5347\u6211\u5011\u5728\u5efa\u7bc9\u3001\u80fd\u6e90\u53ca\u96fb\u529b\u3001\u91ab\u7642\u5065\u5eb7\u3001\u9ad8\u79d1\u6280\u3001\u88fd\u9020\u3001\u96f6\u552e\u3001\u96fb\u8a0a\u3001\u4ea4\u901a\u7b49\u591a\u500b\u884c\u696d\u7684\u5171\u540c\u5c08\u9577\u3002\u300d<\/p>\n<p>\u85c9\u8457\u9019\u5b97\u4ea4\u6613\uff0cPhoneix Management \u7684\u5ba2\u6236\u53ef\u7372\u5f97\u904d\u4f48\u4e94\u5927\u6d32\u7684\u00a01,500 \u9918\u540d\u6280\u8853\u3001\u79d1\u5b78\u3001\u91d1\u878d\u53ca\u6230\u7565\u5c08\u5bb6\u7684\u652f\u63f4\uff0c\u5305\u62ec\u5546\u696d\u4f01\u696d\u53ca\u77e5\u8b58\u7522\u6b0a\u4f30\u503c\uff1b\u5408\u898f\u548c\u76e3\u7ba1\u8aee\u8a62\uff1b\u6cd5\u8b49\u6703\u8a08\u3001\u52de\u5de5\u53ca\u7cfe\u7d1b\u8abf\u67e5\uff1b\u4f75\u8cfc\u76e3\u7ba1\u61c9\u5c0d\uff1bESG \u53ca\u53ef\u6301\u7e8c\u767c\u5c55\u8aee\u8a62\uff1b\u7db2\u7d61\u5b89\u5168\uff1b\u5c08\u5bb6\u6d3e\u9063\u53ca\u7269\u8272\u7368\u7acb\u8463\u4e8b\u5019\u9078\u4eba\u3002\u00a0<\/p>\n<p>Phoenix Management Services \u8d85\u904e\u00a025 \u5e74\u4f86\u5747\u900f\u904e\u516c\u4f48\u5176\u7368\u6709\u7684\u300c\u7f8e\u570b\u501f\u8cb8\u6c23\u5019\u300d\u8abf\u67e5\uff0c\u8a55\u4f30\u7f8e\u570b\u7684\u501f\u8cb8\u60c5\u7dd2\u8207\u8da8\u52e2\u3002\u5728\u6bcf\u500b\u5b63\u5ea6\uff0c\u8a72\u8abf\u67e5\u6703\u88ab\u5206\u767c\u7d66\u5168\u570b\u903e\u00a05,000 \u540d\u501f\u6b3e\u4eba\u3002\u524d\u5f80\u00a0<a href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=zh-hant&amp;o=3991868-1&amp;h=2623053560&amp;u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D3991868-1%26h%3D1325658331%26u%3Dhttps%253A%252F%252Fwww.phoenixmanagement.com%252Flending-survey%252F%26a%3DLending%2BSurvey%2Bat%2BPhoenix%2BManagement&amp;a=Phoenix+Management+%E7%9A%84%E5%80%9F%E8%B2%B8%E8%AA%BF%E6%9F%A5\" target=\"_blank\" rel=\"nofollow noopener\">Phoenix Management \u7684\u501f\u8cb8\u8abf\u67e5<\/a> \u4ee5\u4e86\u89e3\u66f4\u591a\u3002<\/p>\n<p>Clearsight Advisors \u5728\u672c\u5b97\u4ea4\u6613\u64d4\u4efb\u00a0Phoenix Management \u7684\u8ca1\u52d9\u9867\u554f\u3002<\/p>\n<p>\u4e86\u89e3\u66f4\u591a\u95dc\u65bc\u6210\u70ba\u00a0J.S. Held \u4e00\u4efd\u5b50\u7684\u00a0Phoenix Management\uff0c\u8acb\u524d\u5f80\uff1a<a href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=zh-hant&amp;o=3991868-1&amp;h=2642053035&amp;u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D3991868-1%26h%3D719064787%26u%3Dhttps%253A%252F%252Fwww.jsheld.com%252Fabout-us%252Fnews%252Fjs-held-acquires-phoenix-management%26a%3Dhttps%253A%252F%252Fwww.jsheld.com%252Fabout-us%252Fnews%252Fjs-held-acquires-phoenix-management&amp;a=https%3A%2F%2Fwww.jsheld.com%2Fabout-us%2Fnews%2Fjs-held-acquires-phoenix-management\" target=\"_blank\" rel=\"nofollow noopener\">https:\/\/www.jsheld.com\/about-us\/news\/js-held-acquires-phoenix-management<\/a>\u3002<\/p>\n<p><b>\u95dc\u65bc<\/b><b>\u00a0J.S. Held<\/b>\u00a0<\/p>\n<p>J.S. Held \u662f\u4e00\u5bb6\u5168\u7403\u6027\u8aee\u8a62\u516c\u53f8\uff0c\u900f\u904e\u878d\u5165\u6280\u8853\u3001\u79d1\u5b78\u3001\u91d1\u878d\u8207\u6230\u7565\u5c08\u9577\uff0c\u70ba\u5ba2\u6236\u8ffd\u6c42\u5be6\u73fe\u50f9\u503c\u8207\u898f\u907f\u98a8\u96aa\u7684\u5ba2\u6236\u63d0\u4f9b\u8aee\u8a62\u670d\u52d9\u3002\u6211\u5011\u7684\u5c08\u5bb6\u662f\u9762\u81e8\u4e9f\u9808\u8655\u7406\u5371\u6a5f\u4f01\u696d\u7684\u53ef\u4fe1\u9867\u554f\u3002\u4ed6\u5011\u958b\u8aa0\u5e03\u516c\uff0c\u5177\u5099\u4e45\u7d93\u8003\u9a57\u7684\u7d93\u9a57\uff0c\u5584\u65bc\u63d0\u7149\u6975\u5177\u6d1e\u5bdf\u529b\u7684\u5206\u6790\u4e26\u6df1\u8af3\u6709\u5f62\u8207\u7121\u5f62\u8cc7\u7522\u3002<\/p>\n<p>\u516c\u53f8\u63d0\u4f9b\u6db5\u84cb\u670d\u52d9\u3001\u7522\u54c1\u8207\u8cc7\u6599\u7684\u5168\u65b9\u4f4d\u670d\u52d9\uff0c\u5354\u52a9\u5ba2\u6236\u904a\u5203\u61c9\u5c0d\u8907\u96dc\u3001\u5145\u6eff\u6311\u6230\u548c\u5371\u6a5f\u7684\u5883\u6cc1\u3002<\/p>\n<p>J.S. Held \u53ca\u5176\u9644\u5c6c\u516c\u53f8\u548c\u5b50\u516c\u53f8\u4e0d\u662f\u8a3b\u518a\u7684\u516c\u5171\u6703\u8a08\u5e2b\u4e8b\u52d9\u6240\uff0c\u4e0d\u63d0\u4f9b\u7a3d\u6838\u3001\u8b49\u660e\u6216\u4efb\u4f55\u5176\u4ed6\u516c\u5171\u6703\u8a08\u670d\u52d9\u3002J.S. Held \u53ca\u5176\u9644\u5c6c\u516c\u53f8\u548c\u5b50\u516c\u53f8\u4e0d\u662f\u5f8b\u5e2b\u4e8b\u52d9\u6240\uff0c\u4e0d\u63d0\u4f9b\u6cd5\u5f8b\u8aee\u8a62\u3002\u8b49\u5238\u900f\u904e\u00a0J.S. Held \u65d7\u4e0b\u7684\u00a0PM Securities, LLC \u4ee5\u00a0Phoenix IB \u7684\u5546\u865f\u63d0\u4f9b\uff0c\u6216\u900f\u904e\u00a0Ocean Tomo Investment Group, LLC \u63d0\u4f9b\u3002J.S. Held \u662f\u00a0FINRA\/ SIPC \u6210\u54e1\u3002\u4fdd\u7559\u4e00\u5207\u6b0a\u5229\u3002<\/p>\n<p>\u806f\u7d61\u65b9\u5f0f\uff1a<br \/><span class=\"xn-person\">Kristi L. Stathis<\/span><br \/>J.S. Held LLC<br \/><a href=\"mailto:kristi.stathis@jsheld.com\" target=\"_blank\" rel=\"nofollow noopener\">kristi.stathis@jsheld.com<\/a><br \/>+1\u00a0786 833 4864<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u7d10\u7d04\u8036\u54e5\u52292023\u5e7410\u670812&#8230;<\/p>\n","protected":false},"author":16,"featured_media":183259,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[40567],"tags":[],"class_list":["post-183258","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-40567"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>J.S. Held \u900f\u904e\u6536\u8cfc FINRA \u8a3b\u518a\u7d93\u7d00\u4ea4\u6613\u5546 Phoenix Management Services\u00ae \u548c Phoenix IB\u00ae \u4f86\u8f49\u8667\u70ba\u76c8\u4ee5\u53ca\u91cd\u7d44\u696d\u52d9\u3001\u63d0\u9ad8\u4f01\u696d\u878d\u8cc7\u548c\u878d\u8cc7\u696d\u52d9\u7684\u80fd\u529b - \u5c4f\u6771\u6642\u5831\u96fb\u5b50\u5831<\/title>\n<meta name=\"description\" content=\"\u7d10\u7d04\u8036\u54e5\u52292023\u5e7410\u670812\u65e5 \/\u7f8e\u901a\u793e\/ -- \u5168\u7403\u54a8\u8a62\u516c\u53f8 J.S. Held\u5ba3\u4f48\u85c9\u8457\u6536\u8cfc Phoneix Management \u4f86\u64f4\u5927\u4f01\u696d\u878d\u8cc7\u548c\u6295\u884c\u696d\u52d9\uff0c\u63d0\u4f9b\u805a\u7126\u71df\u904b\u8f49\u578b\u3001\u4ea4\u6613\u3001\u6230\u7565\u6210\u9577\u6295\u8cc7\u8005\u670d\u52d9\u3002Phoenix IB\u00ae \u662f\u4e00\u5bb6\u9075\u7167\u806f\u90a6\u53ca\u5dde\u8b49\u5238\u6cd5\u5f8b\u7684\u7368\u7acb\u6301\u724c\u7d93\u7d00\u4ea4\u6613\u5546\uff08CRD \u865f\u78bc\uff1a132710\/SEC \u865f\u78bc\uff1a8-66628)\uff0c\u70ba\u5168\u7f8e\u4e2d\u578b\u4f01\u696d\u63d0\u4f9b\u5c08\u696d\u7684\u6295\u884c\u65b9\u6848\u3002 Phoenix Management Services\u00ae\u662f\u7531\u00a0Michael Jacoby\u3001James Fleet\u3001Brian Gleason \u53ca\u00a0Joseph Nappi \u9818\u5c0e\uff0c\u5728\u903e\u00a050 \u500b\u884c\u696d\u64c1\u6709\u6578\u5341\u5e74\u7684\u7d93\u9a57\uff0c\u670d\u52d9\u8d85\u904e\u00a01,600 \u540d\u5ba2\u6236\u3002\u85c9\u8457\u9019\u4e9b\u7d93\u9a57\u8207\u80fd\u529b\uff0c\u5718\u968a\u7c4d\u52a9\u5feb\u901f\u8a55\u4f30\u8907\u96dc\u7684\u5883\u6cc1\uff0c\u63d0\u4f9b\u6709\u50f9\u503c\u7684\u8ca1\u52d9\u777f\u898b\u53ca\u71df\u904b\u8a55\u50f9\uff0c\u5354\u52a9\u79c1\u71df\u53ca\u516c\u71df\u5ba2\u6236\u5be6\u73fe\u4ed6\u5011\u7684\u5546\u696d\u76ee\u6a19\u3002\u4ed6\u5011\u7684\u5c08\u5bb6\u670d\u52d9\u904d\u4f48\u5404\u884c\u5404\u696d\u7684\u4e2d\u578b\u5ba2\u6236\uff0c\u63d0\u4f9b\uff1a \u7834\u7522\u8aee\u8a62  \u5546\u696d\u53ca\u71df\u904b\u8a55\u4f30  \u5371\u6a5f\u3001\u626d\u8667\u70ba\u76c8\u4ee5\u53ca\u6d41\u52d5\u8cc7\u91d1\u7ba1\u7406  \u7368\u7acb\u8463\u4e8b\u89d2\u8272  \u7ba1\u7406\u5c64\u6d3e\u9063\uff08\u884c\u653f\u7e3d\u88c1\u3001\u8ca1\u52d9\u7e3d\u76e3\u3001\u71df\u904b\u7e3d\u76e3\u3001\u98a8\u96aa\u7e3d\u76e3\uff09  \u6295\u8cc7\u8005\u652f\u63f4\u670d\u52d9  \u71df\u904b\u63d0\u5347\u53ca\u91cd\u7d44  \u6709\u64d4\u4fdd\u50b5\u6b0a\u4eba\u8aee\u8a62 Phoenix Management \u7684\u9ad8\u7d1a\u57f7\u884c\u8463\u4e8b\u517c\u80a1\u6771\u00a0Michael Jacoby \u5206\u4eab\u9053\uff1a\u300c\u6211\u5011\u8a8d\u70ba\u6211\u5011\u5718\u968a\u8207\u00a0J.S. Held \u7684\u5c08\u5bb6\u5171\u540c\u64f4\u95ca\u57f7\u884c\u3001\u8ca1\u52d9\u3001\u71df\u904b\u53ca\u6230\u7565\u7ba1\u7406\u7684\u5c08\u9577\uff0c\u5c07\u70ba\u4f01\u696d\u5e36\u4f86\u5de8\u5927\u7684\u6a5f\u9047\u3002\u300dJacoby \u5148\u751f\u7e8c\u7a31\uff1a\u300c\u4f5c\u70ba\u00a0J.S. Held \u7684\u4e00\u90e8\u5206\uff0c\u6211\u5011\u7684\u5ba2\u6236\u5c07\u53d7\u60e0\u65bc\u6211\u5011\u7684\u5168\u7403\u7db2\u7d61\u53ca\u696d\u52d9\u64f4\u5c55\u80fd\u529b\uff0c\u4e26\u8207\u00a01,500 \u540d\u5c08\u5bb6\u5171\u540c\u5408\u4f5c\uff0c\u5145\u5206\u904b\u7528\u4ed6\u5011\u7684\u6280\u8853\u8207\u79d1\u5b78\u5c08\u9577\uff0c\u4ee5\u53ca\u5c0d\u7121\u5f62\u50f9\u503c\u52d5\u56e0\u7684\u771f\u77e5\u707c\u898b\u3002\u300d Phoenix IB\u00ae \u4e3b\u8981\u9762\u5411\u4e2d\u578b\u4f01\u696d\u63d0\u4f9b\u8ce3\u65b9\u53ca\u8cb7\u65b9\u4f75\u8cfc\u8aee\u8a62\u670d\u52d9\u3001\u79c1\u4eba\u50b5\u52d9\u53ca\u79c1\u52df\u3002\u8a72\u6295\u884c\u5718\u968a\u64c1\u6709\u8c50\u5bcc\u7684\u7d93\u9a57\u3001\u6578\u5341\u5e74\u7684\u591a\u5143\u4ea4\u6613\u95dc\u4fc2\uff0c\u4e26\u5728\u57f7\u884c\u5275\u65b0\u53ca\u5c62\u7372\u5609\u734e\u7684\u4ea4\u6613\u5546\u64c1\u6709\u6210\u529f\u7684\u5f80\u7e3e\u3002\u5718\u968a\u5584\u65bc\u8655\u7406\u8907\u96dc\u7684\u4ea4\u6613\uff0c\u5305\u62ec\u5c0f\u773e\u696d\u52d9\u6216\u4ee5\u6545\u4e8b\u70ba\u5c0e\u5411\u7684\u4ea4\u6613\uff0c\u6eff\u8db3\u7dca\u5f35\u7684\u8cc7\u91d1\u671f\u9650\u6216\u9ad8\u5f37\u5ea6\u7684\u69d3\u687f\u8981\u6c42\u3001\u7279\u6b8a\u7d50\u69cb\u8a2d\u8a08\u8981\u6c42\uff0c\u4ee5\u53ca\u4e0d\u826f\u50b5\u52d9\u6216\u626d\u8667\u70ba\u76c8\uff08\u5305\u62ec\u6839\u64da\u7b2c\u00a0363 \u689d\u9032\u884c\u7684\u51fa\u552e\u6d41\u7a0b\uff09\u3002\u00a0 J.S. Held \u7684\u57f7\u884c\u526f\u7e3d\u88c1\u00a0David Weiner \u5206\u4eab\u9053\uff1a\u300c\u5728\u672c\u5b97\u6536\u8cfc\u4ea4\u6613\u5438\u5f15\u6211\u5011\u7684\u773e\u591a\u8ce3\u9ede\u4e2d\uff0c\u96d9\u65b9\u6975\u5177\u5275\u696d\u7cbe\u795e\u8207\u9060\u898b\u7684\u9818\u5c0e\u8005\u6700\u70ba\u7279\u5225\uff0c\u6211\u5011\u805a\u7126\u5354\u52a9\u5ba2\u6236\u6700\u5927\u9650\u5ea6\u63d0\u5347\u4f01\u696d\u50f9\u503c\u7684\u71df\u904b\u5de5\u4f5c\u3002\u300dWeiner \u7e8c\u9053\uff1a\u300cPhoenix \u5718\u968a\u7684\u52a0\u5165\u5c07\u63d0\u5347\u6211\u5011\u5728\u5efa\u7bc9\u3001\u80fd\u6e90\u53ca\u96fb\u529b\u3001\u91ab\u7642\u5065\u5eb7\u3001\u9ad8\u79d1\u6280\u3001\u88fd\u9020\u3001\u96f6\u552e\u3001\u96fb\u8a0a\u3001\u4ea4\u901a\u7b49\u591a\u500b\u884c\u696d\u7684\u5171\u540c\u5c08\u9577\u3002\u300d \u85c9\u8457\u9019\u5b97\u4ea4\u6613\uff0cPhoneix Management \u7684\u5ba2\u6236\u53ef\u7372\u5f97\u904d\u4f48\u4e94\u5927\u6d32\u7684\u00a01,500 \u9918\u540d\u6280\u8853\u3001\u79d1\u5b78\u3001\u91d1\u878d\u53ca\u6230\u7565\u5c08\u5bb6\u7684\u652f\u63f4\uff0c\u5305\u62ec\u5546\u696d\u4f01\u696d\u53ca\u77e5\u8b58\u7522\u6b0a\u4f30\u503c\uff1b\u5408\u898f\u548c\u76e3\u7ba1\u8aee\u8a62\uff1b\u6cd5\u8b49\u6703\u8a08\u3001\u52de\u5de5\u53ca\u7cfe\u7d1b\u8abf\u67e5\uff1b\u4f75\u8cfc\u76e3\u7ba1\u61c9\u5c0d\uff1bESG \u53ca\u53ef\u6301\u7e8c\u767c\u5c55\u8aee\u8a62\uff1b\u7db2\u7d61\u5b89\u5168\uff1b\u5c08\u5bb6\u6d3e\u9063\u53ca\u7269\u8272\u7368\u7acb\u8463\u4e8b\u5019\u9078\u4eba\u3002\u00a0 Phoenix Management Services \u8d85\u904e\u00a025 \u5e74\u4f86\u5747\u900f\u904e\u516c\u4f48\u5176\u7368\u6709\u7684\u300c\u7f8e\u570b\u501f\u8cb8\u6c23\u5019\u300d\u8abf\u67e5\uff0c\u8a55\u4f30\u7f8e\u570b\u7684\u501f\u8cb8\u60c5\u7dd2\u8207\u8da8\u52e2\u3002\u5728\u6bcf\u500b\u5b63\u5ea6\uff0c\u8a72\u8abf\u67e5\u6703\u88ab\u5206\u767c\u7d66\u5168\u570b\u903e\u00a05,000 \u540d\u501f\u6b3e\u4eba\u3002\u524d\u5f80\u00a0Phoenix Management \u7684\u501f\u8cb8\u8abf\u67e5 \u4ee5\u4e86\u89e3\u66f4\u591a\u3002 Clearsight Advisors \u5728\u672c\u5b97\u4ea4\u6613\u64d4\u4efb\u00a0Phoenix Management \u7684\u8ca1\u52d9\u9867\u554f\u3002 \u4e86\u89e3\u66f4\u591a\u95dc\u65bc\u6210\u70ba\u00a0J.S. Held \u4e00\u4efd\u5b50\u7684\u00a0Phoenix Management\uff0c\u8acb\u524d\u5f80\uff1ahttps:\/\/www.jsheld.com\/about-us\/news\/js-held-acquires-phoenix-management\u3002 \u95dc\u65bc\u00a0J.S. Held\u00a0 J.S. Held \u662f\u4e00\u5bb6\u5168\u7403\u6027\u8aee\u8a62\u516c\u53f8\uff0c\u900f\u904e\u878d\u5165\u6280\u8853\u3001\u79d1\u5b78\u3001\u91d1\u878d\u8207\u6230\u7565\u5c08\u9577\uff0c\u70ba\u5ba2\u6236\u8ffd\u6c42\u5be6\u73fe\u50f9\u503c\u8207\u898f\u907f\u98a8\u96aa\u7684\u5ba2\u6236\u63d0\u4f9b\u8aee\u8a62\u670d\u52d9\u3002\u6211\u5011\u7684\u5c08\u5bb6\u662f\u9762\u81e8\u4e9f\u9808\u8655\u7406\u5371\u6a5f\u4f01\u696d\u7684\u53ef\u4fe1\u9867\u554f\u3002\u4ed6\u5011\u958b\u8aa0\u5e03\u516c\uff0c\u5177\u5099\u4e45\u7d93\u8003\u9a57\u7684\u7d93\u9a57\uff0c\u5584\u65bc\u63d0\u7149\u6975\u5177\u6d1e\u5bdf\u529b\u7684\u5206\u6790\u4e26\u6df1\u8af3\u6709\u5f62\u8207\u7121\u5f62\u8cc7\u7522\u3002 \u516c\u53f8\u63d0\u4f9b\u6db5\u84cb\u670d\u52d9\u3001\u7522\u54c1\u8207\u8cc7\u6599\u7684\u5168\u65b9\u4f4d\u670d\u52d9\uff0c\u5354\u52a9\u5ba2\u6236\u904a\u5203\u61c9\u5c0d\u8907\u96dc\u3001\u5145\u6eff\u6311\u6230\u548c\u5371\u6a5f\u7684\u5883\u6cc1\u3002 J.S. Held \u53ca\u5176\u9644\u5c6c\u516c\u53f8\u548c\u5b50\u516c\u53f8\u4e0d\u662f\u8a3b\u518a\u7684\u516c\u5171\u6703\u8a08\u5e2b\u4e8b\u52d9\u6240\uff0c\u4e0d\u63d0\u4f9b\u7a3d\u6838\u3001\u8b49\u660e\u6216\u4efb\u4f55\u5176\u4ed6\u516c\u5171\u6703\u8a08\u670d\u52d9\u3002J.S. Held \u53ca\u5176\u9644\u5c6c\u516c\u53f8\u548c\u5b50\u516c\u53f8\u4e0d\u662f\u5f8b\u5e2b\u4e8b\u52d9\u6240\uff0c\u4e0d\u63d0\u4f9b\u6cd5\u5f8b\u8aee\u8a62\u3002\u8b49\u5238\u900f\u904e\u00a0J.S. Held \u65d7\u4e0b\u7684\u00a0PM Securities, LLC \u4ee5\u00a0Phoenix IB \u7684\u5546\u865f\u63d0\u4f9b\uff0c\u6216\u900f\u904e\u00a0Ocean Tomo Investment Group, LLC \u63d0\u4f9b\u3002J.S. Held \u662f\u00a0FINRA\/ SIPC \u6210\u54e1\u3002\u4fdd\u7559\u4e00\u5207\u6b0a\u5229\u3002 \u806f\u7d61\u65b9\u5f0f\uff1aKristi L. StathisJ.S. Held LLCkristi.stathis@jsheld.com+1\u00a0786 833 4864\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pingtungtimes.com.tw\/?p=183258\" \/>\n<meta property=\"og:locale\" content=\"zh_TW\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"J.S. Held \u900f\u904e\u6536\u8cfc FINRA \u8a3b\u518a\u7d93\u7d00\u4ea4\u6613\u5546 Phoenix Management Services\u00ae \u548c Phoenix IB\u00ae \u4f86\u8f49\u8667\u70ba\u76c8\u4ee5\u53ca\u91cd\u7d44\u696d\u52d9\u3001\u63d0\u9ad8\u4f01\u696d\u878d\u8cc7\u548c\u878d\u8cc7\u696d\u52d9\u7684\u80fd\u529b - \u5c4f\u6771\u6642\u5831\u96fb\u5b50\u5831\" \/>\n<meta property=\"og:description\" content=\"\u7d10\u7d04\u8036\u54e5\u52292023\u5e7410\u670812\u65e5 \/\u7f8e\u901a\u793e\/ -- \u5168\u7403\u54a8\u8a62\u516c\u53f8 J.S. Held\u5ba3\u4f48\u85c9\u8457\u6536\u8cfc Phoneix Management \u4f86\u64f4\u5927\u4f01\u696d\u878d\u8cc7\u548c\u6295\u884c\u696d\u52d9\uff0c\u63d0\u4f9b\u805a\u7126\u71df\u904b\u8f49\u578b\u3001\u4ea4\u6613\u3001\u6230\u7565\u6210\u9577\u6295\u8cc7\u8005\u670d\u52d9\u3002Phoenix IB\u00ae \u662f\u4e00\u5bb6\u9075\u7167\u806f\u90a6\u53ca\u5dde\u8b49\u5238\u6cd5\u5f8b\u7684\u7368\u7acb\u6301\u724c\u7d93\u7d00\u4ea4\u6613\u5546\uff08CRD \u865f\u78bc\uff1a132710\/SEC \u865f\u78bc\uff1a8-66628)\uff0c\u70ba\u5168\u7f8e\u4e2d\u578b\u4f01\u696d\u63d0\u4f9b\u5c08\u696d\u7684\u6295\u884c\u65b9\u6848\u3002 Phoenix Management Services\u00ae\u662f\u7531\u00a0Michael Jacoby\u3001James Fleet\u3001Brian Gleason \u53ca\u00a0Joseph Nappi \u9818\u5c0e\uff0c\u5728\u903e\u00a050 \u500b\u884c\u696d\u64c1\u6709\u6578\u5341\u5e74\u7684\u7d93\u9a57\uff0c\u670d\u52d9\u8d85\u904e\u00a01,600 \u540d\u5ba2\u6236\u3002\u85c9\u8457\u9019\u4e9b\u7d93\u9a57\u8207\u80fd\u529b\uff0c\u5718\u968a\u7c4d\u52a9\u5feb\u901f\u8a55\u4f30\u8907\u96dc\u7684\u5883\u6cc1\uff0c\u63d0\u4f9b\u6709\u50f9\u503c\u7684\u8ca1\u52d9\u777f\u898b\u53ca\u71df\u904b\u8a55\u50f9\uff0c\u5354\u52a9\u79c1\u71df\u53ca\u516c\u71df\u5ba2\u6236\u5be6\u73fe\u4ed6\u5011\u7684\u5546\u696d\u76ee\u6a19\u3002\u4ed6\u5011\u7684\u5c08\u5bb6\u670d\u52d9\u904d\u4f48\u5404\u884c\u5404\u696d\u7684\u4e2d\u578b\u5ba2\u6236\uff0c\u63d0\u4f9b\uff1a \u7834\u7522\u8aee\u8a62  \u5546\u696d\u53ca\u71df\u904b\u8a55\u4f30  \u5371\u6a5f\u3001\u626d\u8667\u70ba\u76c8\u4ee5\u53ca\u6d41\u52d5\u8cc7\u91d1\u7ba1\u7406  \u7368\u7acb\u8463\u4e8b\u89d2\u8272  \u7ba1\u7406\u5c64\u6d3e\u9063\uff08\u884c\u653f\u7e3d\u88c1\u3001\u8ca1\u52d9\u7e3d\u76e3\u3001\u71df\u904b\u7e3d\u76e3\u3001\u98a8\u96aa\u7e3d\u76e3\uff09  \u6295\u8cc7\u8005\u652f\u63f4\u670d\u52d9  \u71df\u904b\u63d0\u5347\u53ca\u91cd\u7d44  \u6709\u64d4\u4fdd\u50b5\u6b0a\u4eba\u8aee\u8a62 Phoenix Management \u7684\u9ad8\u7d1a\u57f7\u884c\u8463\u4e8b\u517c\u80a1\u6771\u00a0Michael Jacoby \u5206\u4eab\u9053\uff1a\u300c\u6211\u5011\u8a8d\u70ba\u6211\u5011\u5718\u968a\u8207\u00a0J.S. Held \u7684\u5c08\u5bb6\u5171\u540c\u64f4\u95ca\u57f7\u884c\u3001\u8ca1\u52d9\u3001\u71df\u904b\u53ca\u6230\u7565\u7ba1\u7406\u7684\u5c08\u9577\uff0c\u5c07\u70ba\u4f01\u696d\u5e36\u4f86\u5de8\u5927\u7684\u6a5f\u9047\u3002\u300dJacoby \u5148\u751f\u7e8c\u7a31\uff1a\u300c\u4f5c\u70ba\u00a0J.S. Held \u7684\u4e00\u90e8\u5206\uff0c\u6211\u5011\u7684\u5ba2\u6236\u5c07\u53d7\u60e0\u65bc\u6211\u5011\u7684\u5168\u7403\u7db2\u7d61\u53ca\u696d\u52d9\u64f4\u5c55\u80fd\u529b\uff0c\u4e26\u8207\u00a01,500 \u540d\u5c08\u5bb6\u5171\u540c\u5408\u4f5c\uff0c\u5145\u5206\u904b\u7528\u4ed6\u5011\u7684\u6280\u8853\u8207\u79d1\u5b78\u5c08\u9577\uff0c\u4ee5\u53ca\u5c0d\u7121\u5f62\u50f9\u503c\u52d5\u56e0\u7684\u771f\u77e5\u707c\u898b\u3002\u300d Phoenix IB\u00ae \u4e3b\u8981\u9762\u5411\u4e2d\u578b\u4f01\u696d\u63d0\u4f9b\u8ce3\u65b9\u53ca\u8cb7\u65b9\u4f75\u8cfc\u8aee\u8a62\u670d\u52d9\u3001\u79c1\u4eba\u50b5\u52d9\u53ca\u79c1\u52df\u3002\u8a72\u6295\u884c\u5718\u968a\u64c1\u6709\u8c50\u5bcc\u7684\u7d93\u9a57\u3001\u6578\u5341\u5e74\u7684\u591a\u5143\u4ea4\u6613\u95dc\u4fc2\uff0c\u4e26\u5728\u57f7\u884c\u5275\u65b0\u53ca\u5c62\u7372\u5609\u734e\u7684\u4ea4\u6613\u5546\u64c1\u6709\u6210\u529f\u7684\u5f80\u7e3e\u3002\u5718\u968a\u5584\u65bc\u8655\u7406\u8907\u96dc\u7684\u4ea4\u6613\uff0c\u5305\u62ec\u5c0f\u773e\u696d\u52d9\u6216\u4ee5\u6545\u4e8b\u70ba\u5c0e\u5411\u7684\u4ea4\u6613\uff0c\u6eff\u8db3\u7dca\u5f35\u7684\u8cc7\u91d1\u671f\u9650\u6216\u9ad8\u5f37\u5ea6\u7684\u69d3\u687f\u8981\u6c42\u3001\u7279\u6b8a\u7d50\u69cb\u8a2d\u8a08\u8981\u6c42\uff0c\u4ee5\u53ca\u4e0d\u826f\u50b5\u52d9\u6216\u626d\u8667\u70ba\u76c8\uff08\u5305\u62ec\u6839\u64da\u7b2c\u00a0363 \u689d\u9032\u884c\u7684\u51fa\u552e\u6d41\u7a0b\uff09\u3002\u00a0 J.S. Held \u7684\u57f7\u884c\u526f\u7e3d\u88c1\u00a0David Weiner \u5206\u4eab\u9053\uff1a\u300c\u5728\u672c\u5b97\u6536\u8cfc\u4ea4\u6613\u5438\u5f15\u6211\u5011\u7684\u773e\u591a\u8ce3\u9ede\u4e2d\uff0c\u96d9\u65b9\u6975\u5177\u5275\u696d\u7cbe\u795e\u8207\u9060\u898b\u7684\u9818\u5c0e\u8005\u6700\u70ba\u7279\u5225\uff0c\u6211\u5011\u805a\u7126\u5354\u52a9\u5ba2\u6236\u6700\u5927\u9650\u5ea6\u63d0\u5347\u4f01\u696d\u50f9\u503c\u7684\u71df\u904b\u5de5\u4f5c\u3002\u300dWeiner \u7e8c\u9053\uff1a\u300cPhoenix \u5718\u968a\u7684\u52a0\u5165\u5c07\u63d0\u5347\u6211\u5011\u5728\u5efa\u7bc9\u3001\u80fd\u6e90\u53ca\u96fb\u529b\u3001\u91ab\u7642\u5065\u5eb7\u3001\u9ad8\u79d1\u6280\u3001\u88fd\u9020\u3001\u96f6\u552e\u3001\u96fb\u8a0a\u3001\u4ea4\u901a\u7b49\u591a\u500b\u884c\u696d\u7684\u5171\u540c\u5c08\u9577\u3002\u300d \u85c9\u8457\u9019\u5b97\u4ea4\u6613\uff0cPhoneix Management \u7684\u5ba2\u6236\u53ef\u7372\u5f97\u904d\u4f48\u4e94\u5927\u6d32\u7684\u00a01,500 \u9918\u540d\u6280\u8853\u3001\u79d1\u5b78\u3001\u91d1\u878d\u53ca\u6230\u7565\u5c08\u5bb6\u7684\u652f\u63f4\uff0c\u5305\u62ec\u5546\u696d\u4f01\u696d\u53ca\u77e5\u8b58\u7522\u6b0a\u4f30\u503c\uff1b\u5408\u898f\u548c\u76e3\u7ba1\u8aee\u8a62\uff1b\u6cd5\u8b49\u6703\u8a08\u3001\u52de\u5de5\u53ca\u7cfe\u7d1b\u8abf\u67e5\uff1b\u4f75\u8cfc\u76e3\u7ba1\u61c9\u5c0d\uff1bESG \u53ca\u53ef\u6301\u7e8c\u767c\u5c55\u8aee\u8a62\uff1b\u7db2\u7d61\u5b89\u5168\uff1b\u5c08\u5bb6\u6d3e\u9063\u53ca\u7269\u8272\u7368\u7acb\u8463\u4e8b\u5019\u9078\u4eba\u3002\u00a0 Phoenix Management Services \u8d85\u904e\u00a025 \u5e74\u4f86\u5747\u900f\u904e\u516c\u4f48\u5176\u7368\u6709\u7684\u300c\u7f8e\u570b\u501f\u8cb8\u6c23\u5019\u300d\u8abf\u67e5\uff0c\u8a55\u4f30\u7f8e\u570b\u7684\u501f\u8cb8\u60c5\u7dd2\u8207\u8da8\u52e2\u3002\u5728\u6bcf\u500b\u5b63\u5ea6\uff0c\u8a72\u8abf\u67e5\u6703\u88ab\u5206\u767c\u7d66\u5168\u570b\u903e\u00a05,000 \u540d\u501f\u6b3e\u4eba\u3002\u524d\u5f80\u00a0Phoenix Management \u7684\u501f\u8cb8\u8abf\u67e5 \u4ee5\u4e86\u89e3\u66f4\u591a\u3002 Clearsight Advisors \u5728\u672c\u5b97\u4ea4\u6613\u64d4\u4efb\u00a0Phoenix Management \u7684\u8ca1\u52d9\u9867\u554f\u3002 \u4e86\u89e3\u66f4\u591a\u95dc\u65bc\u6210\u70ba\u00a0J.S. Held \u4e00\u4efd\u5b50\u7684\u00a0Phoenix Management\uff0c\u8acb\u524d\u5f80\uff1ahttps:\/\/www.jsheld.com\/about-us\/news\/js-held-acquires-phoenix-management\u3002 \u95dc\u65bc\u00a0J.S. Held\u00a0 J.S. Held \u662f\u4e00\u5bb6\u5168\u7403\u6027\u8aee\u8a62\u516c\u53f8\uff0c\u900f\u904e\u878d\u5165\u6280\u8853\u3001\u79d1\u5b78\u3001\u91d1\u878d\u8207\u6230\u7565\u5c08\u9577\uff0c\u70ba\u5ba2\u6236\u8ffd\u6c42\u5be6\u73fe\u50f9\u503c\u8207\u898f\u907f\u98a8\u96aa\u7684\u5ba2\u6236\u63d0\u4f9b\u8aee\u8a62\u670d\u52d9\u3002\u6211\u5011\u7684\u5c08\u5bb6\u662f\u9762\u81e8\u4e9f\u9808\u8655\u7406\u5371\u6a5f\u4f01\u696d\u7684\u53ef\u4fe1\u9867\u554f\u3002\u4ed6\u5011\u958b\u8aa0\u5e03\u516c\uff0c\u5177\u5099\u4e45\u7d93\u8003\u9a57\u7684\u7d93\u9a57\uff0c\u5584\u65bc\u63d0\u7149\u6975\u5177\u6d1e\u5bdf\u529b\u7684\u5206\u6790\u4e26\u6df1\u8af3\u6709\u5f62\u8207\u7121\u5f62\u8cc7\u7522\u3002 \u516c\u53f8\u63d0\u4f9b\u6db5\u84cb\u670d\u52d9\u3001\u7522\u54c1\u8207\u8cc7\u6599\u7684\u5168\u65b9\u4f4d\u670d\u52d9\uff0c\u5354\u52a9\u5ba2\u6236\u904a\u5203\u61c9\u5c0d\u8907\u96dc\u3001\u5145\u6eff\u6311\u6230\u548c\u5371\u6a5f\u7684\u5883\u6cc1\u3002 J.S. Held \u53ca\u5176\u9644\u5c6c\u516c\u53f8\u548c\u5b50\u516c\u53f8\u4e0d\u662f\u8a3b\u518a\u7684\u516c\u5171\u6703\u8a08\u5e2b\u4e8b\u52d9\u6240\uff0c\u4e0d\u63d0\u4f9b\u7a3d\u6838\u3001\u8b49\u660e\u6216\u4efb\u4f55\u5176\u4ed6\u516c\u5171\u6703\u8a08\u670d\u52d9\u3002J.S. Held \u53ca\u5176\u9644\u5c6c\u516c\u53f8\u548c\u5b50\u516c\u53f8\u4e0d\u662f\u5f8b\u5e2b\u4e8b\u52d9\u6240\uff0c\u4e0d\u63d0\u4f9b\u6cd5\u5f8b\u8aee\u8a62\u3002\u8b49\u5238\u900f\u904e\u00a0J.S. Held \u65d7\u4e0b\u7684\u00a0PM Securities, LLC \u4ee5\u00a0Phoenix IB \u7684\u5546\u865f\u63d0\u4f9b\uff0c\u6216\u900f\u904e\u00a0Ocean Tomo Investment Group, LLC \u63d0\u4f9b\u3002J.S. Held \u662f\u00a0FINRA\/ SIPC \u6210\u54e1\u3002\u4fdd\u7559\u4e00\u5207\u6b0a\u5229\u3002 \u806f\u7d61\u65b9\u5f0f\uff1aKristi L. StathisJ.S. Held LLCkristi.stathis@jsheld.com+1\u00a0786 833 4864\" \/>\n<meta property=\"og:url\" content=\"https:\/\/pingtungtimes.com.tw\/?p=183258\" \/>\n<meta property=\"og:site_name\" content=\"\u5c4f\u6771\u6642\u5831\u96fb\u5b50\u5831\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/pingtungnews\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-12T00:00:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/pingtungtimes.com.tw\/wp-content\/uploads\/2023\/10\/JS_Held_Logo.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"400\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"\u7f8e\u901a\u793e\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005:\" \/>\n\t<meta name=\"twitter:data1\" content=\"\u7f8e\u901a\u793e\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9810\u4f30\u95b1\u8b80\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 \u5206\u9418\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"NewsArticle\",\"@id\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/?p=183258#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/?p=183258\"},\"author\":{\"name\":\"\u7f8e\u901a\u793e\",\"@id\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/#\\\/schema\\\/person\\\/683b937f29ec1537972f6c41e22a2cf3\"},\"headline\":\"J.S. Held \u900f\u904e\u6536\u8cfc FINRA \u8a3b\u518a\u7d93\u7d00\u4ea4\u6613\u5546 Phoenix Management Services\u00ae \u548c Phoenix IB\u00ae \u4f86\u8f49\u8667\u70ba\u76c8\u4ee5\u53ca\u91cd\u7d44\u696d\u52d9\u3001\u63d0\u9ad8\u4f01\u696d\u878d\u8cc7\u548c\u878d\u8cc7\u696d\u52d9\u7684\u80fd\u529b\",\"datePublished\":\"2023-10-12T00:00:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/?p=183258\"},\"wordCount\":116,\"publisher\":{\"@id\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/?p=183258#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/JS_Held_Logo.jpg\",\"articleSection\":[\"\u7f8e\u901a\u793e\"],\"inLanguage\":\"zh-TW\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/?p=183258\",\"url\":\"https:\\\/\\\/pingtungtimes.com.tw\\\/?p=183258\",\"name\":\"J.S. 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Held \u4e00\u4efd\u5b50\u7684\u00a0Phoenix Management\uff0c\u8acb\u524d\u5f80\uff1ahttps:\/\/www.jsheld.com\/about-us\/news\/js-held-acquires-phoenix-management\u3002 \u95dc\u65bc\u00a0J.S. Held\u00a0 J.S. 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Held \u53ca\u5176\u9644\u5c6c\u516c\u53f8\u548c\u5b50\u516c\u53f8\u4e0d\u662f\u8a3b\u518a\u7684\u516c\u5171\u6703\u8a08\u5e2b\u4e8b\u52d9\u6240\uff0c\u4e0d\u63d0\u4f9b\u7a3d\u6838\u3001\u8b49\u660e\u6216\u4efb\u4f55\u5176\u4ed6\u516c\u5171\u6703\u8a08\u670d\u52d9\u3002J.S. Held \u53ca\u5176\u9644\u5c6c\u516c\u53f8\u548c\u5b50\u516c\u53f8\u4e0d\u662f\u5f8b\u5e2b\u4e8b\u52d9\u6240\uff0c\u4e0d\u63d0\u4f9b\u6cd5\u5f8b\u8aee\u8a62\u3002\u8b49\u5238\u900f\u904e\u00a0J.S. Held \u65d7\u4e0b\u7684\u00a0PM Securities, LLC \u4ee5\u00a0Phoenix IB \u7684\u5546\u865f\u63d0\u4f9b\uff0c\u6216\u900f\u904e\u00a0Ocean Tomo Investment Group, LLC \u63d0\u4f9b\u3002J.S. Held \u662f\u00a0FINRA\/ SIPC \u6210\u54e1\u3002\u4fdd\u7559\u4e00\u5207\u6b0a\u5229\u3002 \u806f\u7d61\u65b9\u5f0f\uff1aKristi L. StathisJ.S. Held LLCkristi.stathis@jsheld.com+1\u00a0786 833 4864","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/pingtungtimes.com.tw\/?p=183258","og_locale":"zh_TW","og_type":"article","og_title":"J.S. Held \u900f\u904e\u6536\u8cfc FINRA \u8a3b\u518a\u7d93\u7d00\u4ea4\u6613\u5546 Phoenix Management Services\u00ae \u548c Phoenix IB\u00ae \u4f86\u8f49\u8667\u70ba\u76c8\u4ee5\u53ca\u91cd\u7d44\u696d\u52d9\u3001\u63d0\u9ad8\u4f01\u696d\u878d\u8cc7\u548c\u878d\u8cc7\u696d\u52d9\u7684\u80fd\u529b - \u5c4f\u6771\u6642\u5831\u96fb\u5b50\u5831","og_description":"\u7d10\u7d04\u8036\u54e5\u52292023\u5e7410\u670812\u65e5 \/\u7f8e\u901a\u793e\/ -- \u5168\u7403\u54a8\u8a62\u516c\u53f8 J.S. Held\u5ba3\u4f48\u85c9\u8457\u6536\u8cfc Phoneix Management \u4f86\u64f4\u5927\u4f01\u696d\u878d\u8cc7\u548c\u6295\u884c\u696d\u52d9\uff0c\u63d0\u4f9b\u805a\u7126\u71df\u904b\u8f49\u578b\u3001\u4ea4\u6613\u3001\u6230\u7565\u6210\u9577\u6295\u8cc7\u8005\u670d\u52d9\u3002Phoenix IB\u00ae \u662f\u4e00\u5bb6\u9075\u7167\u806f\u90a6\u53ca\u5dde\u8b49\u5238\u6cd5\u5f8b\u7684\u7368\u7acb\u6301\u724c\u7d93\u7d00\u4ea4\u6613\u5546\uff08CRD \u865f\u78bc\uff1a132710\/SEC \u865f\u78bc\uff1a8-66628)\uff0c\u70ba\u5168\u7f8e\u4e2d\u578b\u4f01\u696d\u63d0\u4f9b\u5c08\u696d\u7684\u6295\u884c\u65b9\u6848\u3002 Phoenix Management Services\u00ae\u662f\u7531\u00a0Michael Jacoby\u3001James Fleet\u3001Brian Gleason \u53ca\u00a0Joseph Nappi \u9818\u5c0e\uff0c\u5728\u903e\u00a050 \u500b\u884c\u696d\u64c1\u6709\u6578\u5341\u5e74\u7684\u7d93\u9a57\uff0c\u670d\u52d9\u8d85\u904e\u00a01,600 \u540d\u5ba2\u6236\u3002\u85c9\u8457\u9019\u4e9b\u7d93\u9a57\u8207\u80fd\u529b\uff0c\u5718\u968a\u7c4d\u52a9\u5feb\u901f\u8a55\u4f30\u8907\u96dc\u7684\u5883\u6cc1\uff0c\u63d0\u4f9b\u6709\u50f9\u503c\u7684\u8ca1\u52d9\u777f\u898b\u53ca\u71df\u904b\u8a55\u50f9\uff0c\u5354\u52a9\u79c1\u71df\u53ca\u516c\u71df\u5ba2\u6236\u5be6\u73fe\u4ed6\u5011\u7684\u5546\u696d\u76ee\u6a19\u3002\u4ed6\u5011\u7684\u5c08\u5bb6\u670d\u52d9\u904d\u4f48\u5404\u884c\u5404\u696d\u7684\u4e2d\u578b\u5ba2\u6236\uff0c\u63d0\u4f9b\uff1a \u7834\u7522\u8aee\u8a62  \u5546\u696d\u53ca\u71df\u904b\u8a55\u4f30  \u5371\u6a5f\u3001\u626d\u8667\u70ba\u76c8\u4ee5\u53ca\u6d41\u52d5\u8cc7\u91d1\u7ba1\u7406  \u7368\u7acb\u8463\u4e8b\u89d2\u8272  \u7ba1\u7406\u5c64\u6d3e\u9063\uff08\u884c\u653f\u7e3d\u88c1\u3001\u8ca1\u52d9\u7e3d\u76e3\u3001\u71df\u904b\u7e3d\u76e3\u3001\u98a8\u96aa\u7e3d\u76e3\uff09  \u6295\u8cc7\u8005\u652f\u63f4\u670d\u52d9  \u71df\u904b\u63d0\u5347\u53ca\u91cd\u7d44  \u6709\u64d4\u4fdd\u50b5\u6b0a\u4eba\u8aee\u8a62 Phoenix Management \u7684\u9ad8\u7d1a\u57f7\u884c\u8463\u4e8b\u517c\u80a1\u6771\u00a0Michael Jacoby \u5206\u4eab\u9053\uff1a\u300c\u6211\u5011\u8a8d\u70ba\u6211\u5011\u5718\u968a\u8207\u00a0J.S. 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Held \u4e00\u4efd\u5b50\u7684\u00a0Phoenix Management\uff0c\u8acb\u524d\u5f80\uff1ahttps:\/\/www.jsheld.com\/about-us\/news\/js-held-acquires-phoenix-management\u3002 \u95dc\u65bc\u00a0J.S. Held\u00a0 J.S. Held \u662f\u4e00\u5bb6\u5168\u7403\u6027\u8aee\u8a62\u516c\u53f8\uff0c\u900f\u904e\u878d\u5165\u6280\u8853\u3001\u79d1\u5b78\u3001\u91d1\u878d\u8207\u6230\u7565\u5c08\u9577\uff0c\u70ba\u5ba2\u6236\u8ffd\u6c42\u5be6\u73fe\u50f9\u503c\u8207\u898f\u907f\u98a8\u96aa\u7684\u5ba2\u6236\u63d0\u4f9b\u8aee\u8a62\u670d\u52d9\u3002\u6211\u5011\u7684\u5c08\u5bb6\u662f\u9762\u81e8\u4e9f\u9808\u8655\u7406\u5371\u6a5f\u4f01\u696d\u7684\u53ef\u4fe1\u9867\u554f\u3002\u4ed6\u5011\u958b\u8aa0\u5e03\u516c\uff0c\u5177\u5099\u4e45\u7d93\u8003\u9a57\u7684\u7d93\u9a57\uff0c\u5584\u65bc\u63d0\u7149\u6975\u5177\u6d1e\u5bdf\u529b\u7684\u5206\u6790\u4e26\u6df1\u8af3\u6709\u5f62\u8207\u7121\u5f62\u8cc7\u7522\u3002 \u516c\u53f8\u63d0\u4f9b\u6db5\u84cb\u670d\u52d9\u3001\u7522\u54c1\u8207\u8cc7\u6599\u7684\u5168\u65b9\u4f4d\u670d\u52d9\uff0c\u5354\u52a9\u5ba2\u6236\u904a\u5203\u61c9\u5c0d\u8907\u96dc\u3001\u5145\u6eff\u6311\u6230\u548c\u5371\u6a5f\u7684\u5883\u6cc1\u3002 J.S. 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