Resumes
Resumes
Wealth Mangement Advisor
View pageLocation:
14 Alvarado Pl, Berkeley, CA 94705
Industry:
Financial Services
Work:
Wealth Mangement Advisor
Wells Fargo Advisors Jun 2011 - Nov 2011
Financial Advisor
Lpl Financial Jun 2011 - Nov 2011
Wealth Management Advisor
Lpl Financial Oct 2009 - Jun 2011
Wealth Manager
Dba Lara Farnham Jan 2002 - Sep 2009
Private Investor
Education:
Harvard University 2000 - 2000
University of California, Berkeley 1990 - 1991
Bachelors, Bachelor of Arts, Psychology
University of California, Berkeley 1990 - 1991
Bachelors, Bachelor of Arts, Psychology
Interests:
Science and Technology
Education
Environment
Education
Environment
Languages:
English
Certifications:
Accredited Investment Fiduciary
License 0B25871
Certified Long Term Care Designee
Structuring Private Equity Partnerships
Retirement Income Certified Professional
License 1091183
Fi360
California Department of Insurance, License 0B25871
The Corporation For Longterm Care Certification, Inc.
Harvard Business School Executive Education
The American College of Financial Services
Nationwide Multistate Licensing System & Registry, License 1091183
License 0B25871
Certified Long Term Care Designee
Structuring Private Equity Partnerships
Retirement Income Certified Professional
License 1091183
Fi360
California Department of Insurance, License 0B25871
The Corporation For Longterm Care Certification, Inc.
Harvard Business School Executive Education
The American College of Financial Services
Nationwide Multistate Licensing System & Registry, License 1091183
