Position:
Wealth Management Advisor, First Vice President at Merrill Lynch
Location:
Bakersfield, California, United States
Found email addresses for Tate Williamson:
Found phone for Tate Williamson:
Nov 2016 - Current
Nov 2015 - Nov 2016
Apr 2013 - Jul 2016
Tate is proficient in English and Spanish. Their professional focus is Business Retirement Plans, Customizable Investment Strategies, and Estate and Retirement Planning Services across 3 core areas.
Tate holds Certified Private Wealth Advisor, Personal Investment Advisor, and Chartered Retirement Planning Counselor certifications.
Bachelor's Degree at California State University System
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.