|
Contact Information
Phone
(818) 772-4058
Premier America
Financial Services
19867 Prairie Street
Chatsworth, CA 91311
|
Kelly Karren - Representing Chatsworth and Simi Valley areas
"As your Financial Consultant, I will take time to listen to your most important concerns and custom design a long-term investment plan for you. My goal is to effectively manage your portfolio to provide you help with a lifetime of financial security."
Series licenses held through LPL Financial
Series 7 - General Securities License
Series 66 - Uniform Combined State Law License
Life, Health and Disability
Long-Term Care Certified
Additional Qualifications
Bachelor's of Science from Brigham Young University and Master's Degree in Business Administration from Pepperdine University
California Insurance Agent License No. 0D23948
Previous Experience
Merrill Lynch
Personal Interests
Hiking, basketball, football, swimming and softball
Currently Approved Securities State Registrations*
AZ, CA, CO, FL, IL, MD, NV, OR, PA, SC, TX, GA, MN, MT
|
|
Contact Information
Phone
(818) 887-3843
Premier America
Financial Services
6020 Canoga Avenue, Suite C
Woodland Hills, CA 91367
|
Jesus Lopez - Representing Woodland Hills and Thousand Oaks areas
"As a veteran in the financial services industry with more than 18 years of experience, I am focused on meeting the needs of my clients. For the last 10 years, I have dedicated my career to financial services. As an Investment Consultant, I specialize in stocks, bonds, mutual funds, tax free mutual funds, 529 college plans, annuities, life insurance and, hold a long-term care designation. I am dedicated to helping you achieve your financial goals and dreams through sound financial advice and consulting. Based on your needs, the market place and competitive trends, I will devise a plan that helps you feel secure and confident about your financial future."
Series licenses held through LPL Financial
Series 7 - General Securities License
Series 6 - General Securities License
Series 64 - Uniform Securities State Law License
Life, Health and Disability Insurance License
Long-Term Care Certified
Additional Qualifications
California Insurance Agent License No. 0C28958
Previous Experience
California Federal Bank/CalFed Investments, Citibank/Citicorp Investment Services, CalNational Bank/CalNational Investments
Personal Interests
I enjoy music, art and traveling. Hobbies include working on old cars and real estate properties. My passion is coaching my daughters in soccer, swimming and other outside school activities.
Currently approved Securities State Registration*
CA, NC, TX, MO, ID, MS, NE, SD
|
|
Contact Information
Phone
(800) 772-4000 x4657
Premier America
Financial Services
19867 Prairie Street
Chatsworth, CA 91311
|
Mike Saunders - Representing Santa Monica, Valencia and Texas areas
"As a Financial Consultant with over twenty years experience, I am dedicated to assisting you and your family to achieve your financial goals through sound financial advice along with pre and post retirement planning."
Series licenses held through LPL Financial
Series 7 - General Securities Representative
Series 63 - Uniform Securities State Law License
Life, Health and Disability Insurance License
Long-Term Care Certified
Additional Qualifications
California Insurance Agent License No. 0E00243
Previous Experience
First Federal Bank, Crowell, Weedon & Co., UBS and Everen
Personal Interests
Dogs, animal charities, running and sports
Currently Approved Securities State Registrations*
CA, TX, NM, FL, NY
|
About Us
