If you need more lookups,
subscriptions start at $34 USD/month.
John Serra Location
Pleasanton, CA, US
John Serra Work
2009 -now Vice President--- Wealth Management @
1994 -2009 VP Investments @ Smith Barney
John Serra Skills
Investments
Series 7
Wealth Management
Portfolio Management
Equities
Retirement Planning
Strategic Planning
Business Development
Business Strategy
Financial Analysis
Microsoft Office
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 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different John Serra?
Find contact details for 700 million professionals.