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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larissa? Claim Your ProfileLarissa Vidal is a financial advisor with Coldstream Wealth Management in BELLEVUE, WA. Larissa Vidal has been in the financial services industry since February 21, 2001. Larissa Vidal has passed the Series 63, Series 65, Series 66, Series 7 and SIE exams. Larissa Vidal is registered to provide financial advice in Oregon and Washington. Larissa Vidal holds the designation of Certified Financial Planner. Larissa Vidal has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm, Coldstream Wealth Management, offers a wide range of financial services, including financial planning, portfolio management, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
06/23/2022 - Present
Coldstream Wealth Management (Mercer Island WA)
WA
07/27/2018 - 06/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
03/15/2012 - 04/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
02/24/1994 - 07/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
BOTH
Issued 08/31/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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