Finsie
Finsie (CRD# 313047) is a financial advisory firm headquartered in Belmont, CA. They serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
Compensation Options
- Other
Advisory Services Offered
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, NE, NH, TX
Financial Advisors at Finsie
1
Matthew Stewart (CRD# 7340091) is an Investment Advisor Representative working at Finsie in Belmont, CA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.