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Insurance and Investments

Insurance and Investments


Find a Consultant


Areas Represented
Chatsworth & Simi Valley
Woodland Hills & Thousand Oaks
Santa Monica, Valencia & Texas
Consultant
Kelly Karren
Jesus Lopez
Mike Saunders


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


DISCLAIMER

Securities, insurance products, and financial planning and services offered through LPL Financial and its affiliates. member FINRA/SIPC.

Representatives are employees of Premier America Credit Union and registered through LPL Financial. Premier America Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial. Premier America Credit Union license #0759204.

 Not NCUA Insured  No Credit Union Guarantee  May Lose Value




This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.

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NCUA
Premier America Credit Union is committed to providing exceptional service to individuals and small businesses. We offer regular, business and youth checking and savings accounts; business and auto loans; investment services; higher yields on certificates and money market accounts; insurance; home mortgages; as well as MasterCard and Visa credit cards. Our members enjoy free online services including home banking and bill pay. We are proud to serve the communities of Chatsworth, Simi Valley, Thousand Oaks, Valencia, and Woodland Hills, California as well as Houston, Texas.