Valorie Seyfert
Amministratore Delegato presso Sorrento Pacific Financial LLC
Posizioni attive di Valorie Seyfert
Società | Posizione | Inizio | Fine |
---|---|---|---|
Sorrento Pacific Financial LLC
Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA. | Amministratore Delegato | 01/03/2003 | - |
Fondatore | 05/02/2003 | - | |
Presidente | 01/03/2003 | - |
Storia della carriera di Valorie Seyfert
Precedenti posizioni note di Valorie Seyfert
Società | Posizione | Inizio | Fine |
---|---|---|---|
CUSO Financial Services LP
CUSO Financial Services LP Investment ManagersFinance CUSO Financial Services LP (CFS) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Valorie A. Seyfert and Amelia H. Beattie in 1996. They are a wholly-owned subsidiary of Aws 3, Inc., which is owned by Atria Wealth Solutions, Inc. CFS, through its Investment Advisor Representatives (IARs), offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, and corporations and other business entities. | Amministratore Delegato | 01/11/1996 | 01/03/2023 |
Fondatore | 01/11/1996 | 01/03/2023 | |
Presidente | 01/11/1996 | 01/03/2023 |
Formazione di Valorie Seyfert
University of Southern California | Undergraduate Degree |
University of San Diego | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Chief Executive Officer | 2 |
Founder | 2 |
President | 2 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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CUSO Financial Services LP
CUSO Financial Services LP Investment ManagersFinance CUSO Financial Services LP (CFS) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Valorie A. Seyfert and Amelia H. Beattie in 1996. They are a wholly-owned subsidiary of Aws 3, Inc., which is owned by Atria Wealth Solutions, Inc. CFS, through its Investment Advisor Representatives (IARs), offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, and corporations and other business entities. | Finance |
Sorrento Pacific Financial LLC
Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA. | Finance |
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