Lance Arjona

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

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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
888-566-1482
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, NY, US • 50 - 99 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.

Independent Broker/Dealer Independent Advisors Financial Services Financial Planning Wealth Management Firm Growth Consultants Holistic Integrated Wealth Management Solutions Practice Management Resources Financial Advisor Support Investment Advisory Corporate RIA Investment Programs for Banks and Credit Unions Innovative Technology Services Responsive and Agile Operating Model Comprehensive Suite of Products and Solutions Seasoned Practice Management Resources Direct Access to Senior Management Premium Service and Support fintech
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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 888-566-1482
See more information about Lance Arjona