Vince Joshua Festejo

Employer firm

Creativeone Securities, LLC CRD 152974

$2.54B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → Present
  Iwm Financial
  Tustin, CA
• 10/2023 → Present
  Creativeone Securities, Llc
  Overland Park, KS
• 01/2013 → 06/2018
  Full-Time Education
  Chino Hills, CA

Other Businesses

1.) IWM Financial; investment-related; 151 Yorba St Tustin, CA 92780; Financial Services; Registered Assistant; 06/01/2018; 150 hrs/mo; 90 hrs/mo; Client relation and Advisor Support

Designations

• Certified Financial Planner