Hannah Santa CruzCRD Number: 5947577
Current Firm: Peak Investment Management, Ltd
Hannah Santa Cruz (CRD# 5947577) is an Investment Advisor Representative working at Peak Investment Management, Ltd in Missoula, MT and has over 5 years of experience in the finance industry.
Sii Investments, Inc.
D.a. Davidson & Company
D.a. Davidson & Company
|Peak Investment Management, Ltd.||Missoula, MT||Jul 2013 - Current||3|
|Ameriprise Financial Services, Inc.||Thompson Falls, MT||Jun 2011 - Jul 2013||2|
|The University Of Montana||Missoula, MT||Aug 2007 - May 2011||3|
|Directv, Inc.||Missoula, MT||Apr 2007 - Aug 2009||2|
|Quinns Hot Springs Resort||Paradise, MT||Jan 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management207MILLIONS
Total Number of Accounts98ACCOUNTS
Average Account Value$2,117,142
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MT, VA, VT
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