Coreen Woehl (CRD# 7484619) is an Investment Advisor Representative working at Cuso Financial Services in Citrus Heights, CA and has 1 year of experience in the finance industry.
CRD# 6049685
Edward Jones
CRD# 4510977
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1491561
Fiduciary Solutions, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Dec 2021 - Current | 2 |
Patelco Credit Union | Citrus Heights, CA | Dec 2021 - Current | 2 |
Patelco Credit Union | Novato, CA | Mar 2021 - Dec 2021 | < 1 |
Unemployed | Novato, CA | Dec 2020 - Mar 2021 | < 1 |
Perfect Timing Personnel Services | Richmond, CA | Oct 2020 - Dec 2020 | < 1 |
Full Time Education | Santa Cruz, CA | Sep 2018 - Dec 2020 | 2 |
Lulu Carpenters | Santa Cruz, CA | Jul 2019 - Nov 2019 | < 1 |
Marin Coffee Roaster | Novato, CA | Feb 2018 - Sep 2018 | < 1 |
Atria Tamalpais Creek | Novato, CA | Nov 2016 - Jul 2018 | 1 |
Full Time Education | Santa Rosa, CA | Sep 2016 - May 2018 | 1 |
Unemployed | Novato, CA | May 2016 - Sep 2016 | < 1 |
Full Time Education | Novato, CA | Aug 2012 - May 2016 | 3 |
Cinemark | Novato, CA | Jun 2015 - Apr 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- CA
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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