Roman Skurdal (CRD# 7852841) is an Investment Advisor Representative working at Ceva Advisors in Woodinville, WA and has 1 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ceva Advisors | Woodinville, WA | Nov 2023 - Current | < 1 |
| Aberdeen Capital | Woodinville, WA | May 2023 - Nov 2023 | < 1 |
| Student | Cedarville, OH | Aug 2022 - May 2023 | < 1 |
| Aberdeen Capital | Woodinville, WA | May 2022 - Aug 2022 | < 1 |
| Student | Cedarville, OH | Aug 2021 - May 2022 | < 1 |
| Emerald City Pizza | Mukilteo, WA | May 2021 - Aug 2021 | < 1 |
| Student | Cedarville, OH | Aug 2020 - May 2021 | < 1 |
| Amazon | Redmond, WA | Mar 2020 - Aug 2020 | < 1 |
| Student | Snohomish, WA | Aug 2019 - Mar 2020 | < 1 |
| Echo Falls Golf Club | Snohomish, WA | May 2019 - Aug 2019 | < 1 |
| Student | Snohomish, WA | Aug 2018 - May 2019 | < 1 |
| Echo Falls Golf Club | Snohomish, WA | May 2018 - Aug 2018 | < 1 |
| Student | Snohomish, WA | Jan 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- OH
- WA
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$1,166,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, WA
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