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Profil
Mr. Joe L.
Cervantes is Partner & Relationship Manager at Coldstream Capital Management, Inc.
Mr. Cervantes was previously employed as Financial Advisor by Appropriate Balance Financial Services, Inc. Mr. Cervantes joined Appropriate Balance in June 2008.
He spent the first nine years of his career in the estate planning area of insurance, where he applied advanced methodologies to help families address complicated estate tax issues.
He is licensed in all lines of insurance.
In 1997, he began formally bolstering his already considerable knowledge of investments by obtaining the NASD Series 6, 7, 31, 63, and 65 licenses.
He is constantly expanding his knowledge for the benefit of his clients, and has recently added the Certified Financial Planner designation to his list of education and training.
Mr. Cervantes earned his Bachelor of Arts degree from the University of Washington in 1990.
He lives in Woodinville, Washington with his wife and two daughters.
He also serves as a volunteer on the Trust and Investment Committee for Bellevue Christian School.
Anciens postes connus de Joe Louis Cervantes
| Sociétés | Poste | Fin |
|---|---|---|
Appropriate Balance Financial Services, Inc.
 Appropriate Balance Financial Services, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Trutina Financial LLC
 Trutina Financial LLC Investment ManagersFinance Trutina Financial employs numerous philosophies and tools in their investment analysis and due diligence process. | Corporate Officer/Principal | 31/05/2008 |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Corporate Officer/Principal | - |
Formation de Joe Louis Cervantes
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Provides investment advice | Finance |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial employs numerous philosophies and tools in their investment analysis and due diligence process. | Finance |
