First Citizens Bank

3 Wealth Associates in San Diego

Nidaa Kalasho Locations

  • Private Banker
    Mobile Phone
    phone
    3580 Carmel Mountain Rd.
    Ste 160
    San Diego, CA 92130
    US
    Areas Served
    San Diego County
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam
  • Wealth Consultant
    Mobile Phone
    phone
    3580 Carmel Mountain Rd.
    Ste 160
    San Diego, CA 92130
    US
    Areas Served
    San Diego County
    Focus Areas
    Business Succession Planning
    Charitable Gifting
    Estate Planning
    Education & Certifications
    Point Loma Nazarene University, BA Business Administration
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Wealth Consultant
    Mobile Phone
    phone
    3580 Carmel Mountain Rd.
    Ste 160
    San Diego, CA 92130
    US
    Areas Served
    San Diego County
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Charitable Gifting
    Education & Certifications
    University of San Diego, Master of Business Administration, University of Louisville, Bachelor of Science in Business Administration
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
Industry Expertise Filter
Search by Industryarrow down