Janis Akuna

Co-Owner

Janis Akuna is a eficient expert, who works in Morgan Stanley Wealth Management on the position of CFP, CIMA, Vice President from 1978. This expert has earned professional experience in more than two positions at various companies. Janis Akuna went to the Fairfield High School and was studying there. Plymouth, California is the area, where this expert was known to be settled. Janis Akuna's e-mail and phone are easily accessed through this website by request.
Name variants:
Janice Akuna
Last updated May 24, 2024

Contact Information

Last Update
Jul 9, 2022
Email
ja**@andiswines.com, ja**@gmail.com
Location
Plymouth, CA

Workplace

Morgan Stanley Wealth Management
CFP, CIMA, Vice President

Industry

Financial Services

Work History

CFP, CIMA, Vice President

from Jan 1978

Proprietor

Produces premier wines in Amador County.
from Sep 2008

Occupations

Executive
Co-Owner
Financial Broker
Certified Financial Planner
Vice President
Accountant
Finance and Accounting Specialist
Government Official
Premier
Owner
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Government Service Executive

Skills

Alternative Investments
Estate Planning
Series 63
Financial Advisory
Fixed Annuities
Real Estate Economics
Bonds
Retirement Planning
Wealth Management Services
Brokerage
Networking
Portfolio Management
Investments
Mortgage Lending
Investment Advisory
Asset Allocation
Financial Services
Asset Managment
Wealth Management
Equities
Mutual Funds
Strategic Financial Planning
Finra
Investment Strategies
Asset Management
Wealth
Etfs
Retirement
Mergers and Acquisitions
Options
Series 7
Securities
Hedge Funds
Investment Management

FAQs about Janis Akuna

What is the main profession of Janis Akuna?

This professional's job is Co-Owner

What are the main profession of The professional?

These person's professions are Executive and Co-Owner

Where does Janis Akuna live?

They lives in Plymouth, California.

What is the professional's email?

Janis Akuna's email is ja**@andiswines.com and ja**@gmail.com.

Where did Janis Akuna work?

Janis Akuna worked at Morgan Stanley Wealth Management, Andis Wines, LLC.

Where has Janis Akuna studied?

Janis studied at the Fairfield High School.

Are there any professional industries Janis Akuna works in?

This professional works in Financial Services industry.

What are the skills of Janis Akuna?

Janis has the following skills: Alternative Investments, Estate Planning, Series 63, Financial Advisory, Fixed Annuities, Real Estate Economics, Bonds, and Retirement Planning.
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