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Tom A. Puentes

Tom A. Puentes

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Morgan Stanley Smith Barney

Financial Advisor Langley, WA

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Wilkinson & Whittier

Langley, WA 98260

Services Provided by Tom A. Puentes

Financial Planning, Investment Management, Estate Planning, College Planning, Retirement Planning, Charitable Giving, Private Banking, Lending Services

Specialties:
Sells Retirement Products
Payment
  • Fee
  • Commission

Background Information for Tom A. Puentes

Licenses & Credentials
  • Series 63 Uniform Securities Law
  • Series 65 Registered Investment Advisor
  • Series 7 General Securities Representative

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