John Serra Location

Pleasanton, CA, US

John Serra Work

John Serra Skills

  • Investments
  • Series 7
  • Wealth Management
  • Portfolio Management
  • Equities
  • Retirement Planning
  • Strategic Planning
  • Business Development
  • Business Strategy
  • Financial Analysis

John Serra Summary

John Serra, based in Pleasanton, CA, US, is currently a Vice President--- Wealth Management at UBS Financial Services, Inc.. John Serra brings experience from previous roles at Smith Barney. With a robust skill set that includes Investments, Series 7, Wealth Management, Portfolio Management, Equities and more. John Serra has 3 emails and 3 mobile phone numbers on RocketReach.

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