Financial Advisor at RJFS @ (October 2007 - December 2023)
Financial Executive @ (July 2004 - October 2007)
Endry Surjanto Education
Golden Gate University
MBA (Finance)
2002-2004
University of South Carolina
Bachelor of Science (B.S.) (Hospitality Management Bsc.)
1999-2000
HIM
A (Hospitality Industry)
1989-1991
Endry Surjanto Skills
Investments
Asset Allocation
Investment Advisory
Series 7
Retirement Planning
Wealth Management
Asset Managment
Endry Surjanto Summary
Endry Surjanto, based in Cupertino, CA, US, is currently a Financial Advisor, RJFS at ATS Wealth Circle. Endry Surjanto brings experience from previous roles at Addison Avenue Investment Services and SMITH BARNEY. Endry Surjanto holds a 2002 - 2004 MBA in Finance @ Golden Gate University. With a robust skill set that includes Investments, Asset Allocation, Investment Advisory, Series 7, Retirement Planning and more. Endry Surjanto has 1 emails and 1 mobile phone numbers on RocketReach.
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