Paul Te Sahota

age ~52

from Fresno, CA

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Also known as:

Paul Sahoto

Phone and address:: 2153 E Royal Dornoch Ave, Fresno, CA 93730
5592715619

Connected to:

Paul Sahota Phones & Addresses

2153 E Royal Dornoch Ave, Fresno, CA 93730 • 5592715619
8293 Paula Ave, Fresno, CA 93720
3575 Barstow Ave, Fresno, CA 93711 • 5592715619
5253 Troy Ave, Fresno, CA 93722 • 5592715619
5253 W Troy Ave, Fresno, CA 93722

Resumes

Certified Financial Planner ™

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Position:

Certified Financial Planner & Investment Consultant. at LPL Financial

Location:

Fresno, California Area

Industry:

Financial Services

Work:

LPL Financial - California since Jul 2009
Certified Financial Planner & Investment Consultant.
Merrill Lynch Jun 2005 - Jul 2009
Certified Financial Planner
UBS PaineWebber Apr 1999 - Jun 2005
Certified Financial Planner
CIBC Oct 1997 - Jan 1999
Financial Advisor

Education:

University of Westminster 1991 - 1995
BA(Hons), Business & I.T.

Skills:

Interests:

Playing, Watching & Coaching Soccer. Road Cycling. Keeping Physically Fit.

Certifications:

Certified Financial Planner, CFP Board of standards
Chartered Retirement Planning Counselor, College for Financial Planning

Certified Financial Planner And Investment Consultant

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Location:

Fresno, CA

Industry:

Financial Services

Work:

Merrill Lynch Jun 2005 - Jul 2009
Certified Financial Planner
Lpl Financial Jun 2005 - Jul 2009
Certified Financial Planner and Investment Consultant
Ubs Apr 1999 - Jun 2005
Certified Financial Planner
Cibc Oct 1997 - Jan 1999
Financial Advisor

Education:

California State University, Fresno 2003 - 2004
Westminster Business School 1991 - 1995
Bachelors, Bachelor of Arts, Business Sidney Stringer School, Coventry, Uk
California State University - Fresno
Westminster Business School

Skills:

Estate Planning
Wealth Accumulation
Stocks
Investment Advisory Services
Bonds
Wealth Management Services
Strategic Financial Planning
Retirement Planning
Retirement
Financial Advisory
Fixed Annuities
Insurance
Wealth Management
401K
Investments
Finance
Financial Services
Portfolio Management
Financial Planning
Customer Service
401 Retirement Savings Plans

Interests:

Children
Road Cycling
Playing
Watching and Coaching Soccer
Keeping Physically Fit

Certifications:

License 102077
Chartered Retirement Planning Counselor
Certified Financial Planner