WealthVisor.com
Tom A. Puentes

Tom A. Puentes

Is this you?

Morgan Stanley Smith Barney

Financial Advisor Langley, WA

Be the first to review Tom A. Puentes — write a review

Call 360-730-• • • •  Show

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

Reviews of Tom A. Puentes

Have you worked with Tom A. Puentes?

WRITE A REVIEW

Please Note: In the event that a user determines to write a review regarding any of the Financial Advisors, the user warrants and represents that he/she/it has done so as his/her/its own voluntary act, and has not been requested to do so by any of the Financial Advisors. Please Remember that user comments regarding any of the Financial Advisors are specific to each user’s experience and may not be indicative of the experience of others.

Tom A. Puentes - Is this your Profile? Register it for free!

  • Showcase your experience and expertise
  • Connect with thousands of potential new clients on WealthVisor.com
  • Improve your visibility on Google and other search engines
Register your free profile!