Joe L Cervantes, CFP, CLU

Overview

Joe L Cervantes is an insurance agent, a registered representative and an investment adviser representative based in Bellevue, WA, with 29 years in the industry.

Years in the industry

29

States licensed

3

States registered

4

Carrier appointments

7

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 4 states

• Producer
• Series 31
• Series 6
• Series 63
• Series 65
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Coldstream Securities, Inc.Current firm
• Coldstream Wealth ManagementCurrent firm

Employment history since 1997

Carriers

7 active carrier appointments

Book and practice

Firm assets under management on file