Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Demers is an investment advisor representative with Pruvise, Inc. Tristan is registered with the state of California and holds the Series 65 license. Tristan has experience in financial planning, pension consulting, and portfolio management for both businesses and individuals. Tristan is also a Managing Director at Mason Dean Capital, a commodities firm.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Pruvise (IRVINE CA)
IA
Issued 07/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2018
Series 3 - National Commodity Futures Examination
Active
Inactive
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