Eileen Loustau (CRD# 2658474) is an Investment Advisor Representative working at Asti Financial Management in Berkeley, CA and has over 24 years of experience in the finance industry. Eileen Loustau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Julie Scates Dba Asti Financial Management | Alameda, CA | Jun 2022 - Current | 1 |
Chevron Federal Credit Union | Oakland, CA | Aug 2019 - Apr 2022 | 2 |
Unemployed | Berkeley, CA | Feb 2018 - Aug 2019 | 1 |
Bancwest Investment Services | San Francisco, CA | Mar 2016 - Feb 2018 | 1 |
Bank Of The West | San Francisco, CA | Nov 2015 - Feb 2018 | 2 |
Ltc Investment Services, Inc. | Denver, CO | Jun 2015 - Nov 2015 | < 1 |
Pensco Trust Company | San Francisco, CA | Oct 2013 - Nov 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2000 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Financial planning services
CA
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