Stifel | Marie Steinman, CFP in Los Angeles
Otevírací doba
- Pondělí
- 08:00 - 17:00
- Úterý
- 08:00 - 17:00
- Středa
- 08:00 - 17:00
- Čtvrtek
- 08:00 - 17:00
- Pátek
- 08:00 - 17:00
Možnosti změny údajů
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Stifel | Marie Steinman, CFP Pojištění
2121 Avenue of the Stars
90067
Los Angeles
Popis
Leveraging the robust resources and services of Stifel, a national leading wealth management and investment banking firm, Marie is well-positioned to address a variety of client needs, including cash flow, wealth and legacy planning, trust and estate planning strategies, tax planning strategies, and more. She received invitations to the Barron's Top Women Advisors summit and the Fortune Most Powerful Women Summit. She attained the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the College for Financial Planning and holds Series 7 and 66 securities licenses.