Terence E. Da Cunha

Terence E. Da Cunha

Gestore di Portafoglio-Azioni presso Signature Estate & Investment Advisors LLC

Finance
Consumer Services

Profilo

Mr. Terence E.
Da Cunha
is a Senior Partner at Signature Estate & Investment Advisors LLC.
His emphasis is Investment Planning and Wealth Management, and he is very well versed in the discipline of technical analysis for portfolio risk management.
He has been in the securities business since 1990 and has been managing portfolios for over 28 years.
Mr. Da Cunha joined SEIA in 2006, He began his investment career as a financial advisor and from there he went on to a Private Investment Banking serving as a Vice President of Investments for 6 years.
At his prior firm, Mr. Da Cunha was also involved in training new financial advisors.
Mr. Da Cunha received his Bachelor of Arts degree in Economics from California State University, Long Beach in 1989.
He earned the Accredited Investment Fiduciary professional designation in 2012 from Fiduciary360, receiving formal training in investment fiduciary responsibility.
In 2013, Mr. Da Cunha earned his Certified Financial Planner certification, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He is also a licensed insurance agent.

Posizioni attive di Terence E. Da Cunha

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2006
Tutte le posizioni attive di Terence E. Da Cunha

Formazione di Terence E. Da Cunha

The California State University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Terence E. Da Cunha

Relazioni

100 +

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali
  1. Borsa valori
  2. Insiders
  3. Terence E. Da Cunha