Sheree ArntsonCRD Number: 3184330
Current Firm: Arnerich Massena, Inc.
Sheree Arntson (CRD# 3184330) is an Investment Advisor Representative working at Arnerich Massena, Inc. in Portland, OR and has over 18 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Arnerich Massena & Associates, Inc.||Portland, OR||Dec 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
Total Assets Under Management25,162MILLIONS
Total Number of Accounts2,060ACCOUNTS
Average Account Value$12,214,754
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, OR, TX, WA