Lance Arjona

Technical Analyst at Atria Wealth Solutions - New York, New York, US

Lance Arjona's Colleagues at Atria Wealth Solutions
Deidre Reed

Executive Director, Marketing

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Eric Vargas

CSR

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Michael Macias

Financial Consultant

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Ted Horwith

Head of Accounting and Broker/Dealer Chief Financial Officer

Contact Ted Horwith

Candice Uzarowski

OSJ Branch Supervision, CUSO Financial Services, LP

Contact Candice Uzarowski

Paul Haines

Program Development Manager-Financial Institutions

Contact Paul Haines

Abraham Lopez

VP Advisory Platforms

Contact Abraham Lopez

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Lance Arjona's Contact Details
Email (Verified)
***@atriawealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(619) 739-4265
Location
California,United States
Company
Atria Wealth Solutions
Lance Arjona's Company Details
Atria Wealth Solutions logo, Atria Wealth Solutions contact details

Atria Wealth Solutions

New York, New York, US • 214 Employees
Financial Services

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Wealth Management Solutions Financial Professionals Financial Institution Financial Advice Investment Services Securities Financial Planning Asset Management Retirement Planning
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Frequently Asked Questions about Lance Arjona
Lance Arjona currently works for Atria Wealth Solutions.
Lance Arjona's role at Atria Wealth Solutions is Technical Analyst.
Lance Arjona's email address is ***@atriawealth.com. To view Lance Arjona's full email address, please signup to ConnectPlex.
Lance Arjona works in the Financial Services industry.
Lance Arjona's colleagues at Atria Wealth Solutions are Deidre Reed, Eric Vargas, Michael Macias, Ted Horwith, Candice Uzarowski, Paul Haines, Abraham Lopez and others.
Lance Arjona's phone number is (619) 739-4265
See more information about Lance Arjona