Shinaola Atoro (CRD# 7533065) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry. Shinaola Atoro 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# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Mission Wealth Management, LP | Santa Barbara, CA | Feb 2022 - Current | 2 |
Walmart | Hoboken, NJ | Sep 2019 - Feb 2022 | 2 |
Ibm | New York, NY | Feb 2018 - Sep 2019 | 1 |
Montclair State University | Montclair, NJ | Sep 2017 - Dec 2017 | < 1 |
Sabbatical | Newark, NJ | May 2017 - Sep 2017 | < 1 |
University Of Notre Dame | Notre Dame, IN | Aug 2013 - May 2017 | 3 |
Christ The King Prep | Newark, NJ | Sep 2009 - May 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- MI
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Total Assets Under Management7,073MILLIONS
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Total Number of Accounts9,939ACCOUNTS
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Average Account Value$711,637
- A percentage of assets under your management
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- Other
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