Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alta? Claim Your ProfileAlta Edith Boan is a financial advisor with Cetera Advisor Networks LLC based in Tucson, AZ. Alta has been in the industry since 1992. Alta is registered with the state of Arizona and is Series 7 and Series 63 licensed. In addition, Alta is also licensed with the SIE exam. Alta's previous experience includes positions at FIRST FINANCIAL EQUITY CORPORATION, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, and CITIGROUP GLOBAL MARKETS INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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AZ
04/20/2022 - Present
Cetera Advisor Networks LLC (Tucson AZ)
AZ
09/28/2016 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Tucson AZ)
AZ
06/01/2009 - 10/04/2016
MORGAN STANLEY (TUCSON AZ)
AZ
07/13/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TUCSON AZ)
AZ
02/27/2001 - 08/04/2007
CITIGROUP GLOBAL MARKETS INC. (TUCSON AZ)
NY
09/30/1992 - 02/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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