Shu Tse (CRD# 2665075) is an Investment Advisor Representative working at Alliance Financial Advisors Group in Clearfield, UT and has over 28 years of experience in the finance industry. Shu Tse 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# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
CRD# 1260613
Stratos Wealth Partners, Ltd
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carver Hovey & Company, Cpa | Layton, UT | Dec 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- UT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
UT
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