Tristen O. Cleve
Professional summary
Tristen O Neal Cleve, who also goes by Tristen O Cleve, is a registered financial advisor currently at CORE PARTNERS located in New Braunfels, Texas.
Tristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Tristen has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tristen O Neal Cleve's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2020 - Present
CORE PARTNERS
Office #1: 123 N. Seguin Ave, Suite 216, New Braunfels, TX 78130Office #2: 123 N. Seguin Ave, Ste 216, New Braunfels, TX 78130April 26, 2016 - January 31, 2020
OSAIC SERVICES, INC.
August 3, 2015 - January 31, 2020
OSAIC SERVICES, INC.
January 25, 2010 - August 5, 2015
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/4/2020)
Exams
Current Firm
CORE PARTNERS
CRD#: 300771 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 318 |
| AUM (Assets Under Management) | $ 44,362,687 |
Red Flags
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Company Information
CORE PARTNERS
CRD#: 300771New Braunfels, TX 78130TRUST BUT VERIFY
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