CC
Cesar Q. Castaneda
AA FINANCIAL SERVICES
KIRKLAND, WA
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CRD#: 2566677
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Professional summary
Cesar Quijano Castaneda is a registered financial advisor currently at AA FINANCIAL SERVICES located in Kirkland, Washington.
Cesar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Cesar has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Cesar Q. Castaneda, CPA - Sole proprietor and engaged in public accounting (audit, review, and preparation of financial statement services, accounting services, and tax services) and not investment-related. Start date of relationship is April, 2011. 90% of the time or 144 hours /month is devoted to the public accounting practice. No number of hours is devoted during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Cesar Quijano Castaneda's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 9, 2011 - Present
AA FINANCIAL SERVICES
RIA
CRD#: 157667
KIRKLAND, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(8/9/2011)
Current Firm
AF
AA FINANCIAL SERVICES
AA FINANCIAL SERVICES | CASTANEDA, CESAR QUIJANO
CRD#: 157667 / SEC#:
Washington
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Contact information
Main Address
Kirkland, WA
Mailing Address
Phone number
(206) 819-6722
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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