Criselda Tejano (CRD# 6688976) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Chalfont, PA | Aug 2016 - Current | 7 |
| Pruco Securities, LLC | Chalfont, PA | Jul 2016 - Current | 7 |
| Unemployed | Jamison, PA | Feb 2016 - Jul 2016 | < 1 |
| The Carney Group/corporate Call Center | Blue Bell, PA | Sep 2015 - Jan 2016 | < 1 |
| Homemaker | Jamison, PA | Sep 2014 - Sep 2015 | 1 |
| The Carney Group/corporate Call Center | Blue Bell, PA | Jul 2014 - Sep 2014 | < 1 |
| Unemployed | Philadelphia, PA | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | Aug 2016 |
- PA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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