电子邮件 | mad***@***.com | 获取Email |
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电子邮件 | mad***@***.com | 获取Email |
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Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. Our main office is located in beautiful Santa Monica, California. We have since opened two additional locations in Oklahoma City, OK and Wailuku, HI. We work with clients across the United States. We strive to simplify the complexities of wealth in order to enhance the quality of your life, time and resources. Our personalized processes are designed to center on your values and are specifically tailored to individuals and families with more than $1,000,000 of investable assets. For our valued guests, our website has been designed to provide a greater understanding of our firm, its people and our philosophy. It is our hope that you will find common ground with Westside Investment Management, and form a long-lasting partnership with us. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Investment advice offered through Westside Investment Management, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with Westside Investment Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: www.westsideim.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
公司 | Westside Investment Management |
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职位 | Client Services Specialists |
地点 | United States |
http://www.linkedin.com/in/madison-wilson-0377b518b | |
部门 | |
头衔 | Business Major at University of Central Oklahoma |
Madison Wilson 在 Westside Investment Management 担任 Business Major at University of Central Oklahoma
Madison Wilson 在 Westside Investment Management 的职位是 Business Major at University of Central Oklahoma
Madison Wilson 的电子邮件地址是 mad***@***.com
Madison Wilson 的电话号码是 -
Madison Wilson 的公司电话号码是 +131****
Madison Wilson 在 financial services 工作。
Madison Wilson 的一些同事包括Vetea R、Sky Rylant、Abe Cornish、James FSienna Y、。
Madison Wilson联系方式: 电子邮件地址:mad***@***.com 电话号码:-
Madison Wilson 的个人领英是:http://www.linkedin.com/in/madison-wilson-0377b518b
Madison Wilson 的办公地点:2444 wilshire blvd, santa monica, california, united states
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