Unclaimed Profile

Sheree Demers Arntson

UPTICK CAPITAL MANAGEMENT, LLC·LAKE OSWEGO, Oregon

Series 7, Series 63Clean record26 years registeredUPTICK CAPITAL MANAGEMENT, LLC

310 N STATE STREET, LAKE OSWEGO, OR 97034CRD# 3184330Firm CRD# 328602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sheree Demers Arntson · LAKE OSWEGO, OR

Registration

CRD #3184330 · UPTICK CAPITAL MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

ALLIUM FINANCIAL ADVISORS, LLC

Jul 2017 – present

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Oct 2016 – Sep 2017

PORTLAND, OR

ARNERICH MASSENA, INC.

Sep 1999 – Oct 2016

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 14, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Sheree Demers Arntson offer?

Sheree Demers Arntson is a registered financial advisor in LAKE OSWEGO, Oregon. Contact their office for details on services offered.

What are Sheree Demers Arntson's credentials?

Sheree Demers Arntson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheree Demers Arntson located?

Sheree Demers Arntson is based in LAKE OSWEGO, Oregon, working with UPTICK CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How large is UPTICK CAPITAL MANAGEMENT, LLC?

UPTICK CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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Nearby cities in Oregon

PORTLAND (296)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)GRANTS PASS (8)JACKSONVILLE (8)WEST LINN (8)

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Research

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