Edwin AquinoCRD Number: 5343388
Current Firm: City National Securities, Inc.
Edwin Aquino (CRD# 5343388) is an Investment Advisor Representative working at City National Securities, Inc. in San Jose, CA and has over 9 years of experience in the finance industry. Edwin Aquino 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.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|City National Securities||San Jose, CA||Apr 2014 - Current||3|
|Union Bank Of California||San Jose, CA||Apr 2008 - Current||9|
|Unionbanc Investment Services||San Jose, CA||Aug 2008 - Apr 2014||5|
|Wells Fargo Investments, LLC||San Jose, CA||May 2007 - Mar 2008||< 1|
|Wells Fargo Bank||San Jose, CA||Aug 2006 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management668MILLIONS
Total Number of Accounts1,036ACCOUNTS
Average Account Value$645,239
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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