Stifel | Marie Steinman, CFP in Los Angeles

Logótipo de Stifel | Marie Steinman, CFP

Horário de funcionamento

Segunda-feira: 08:00 - 17:00
Terça-feira: 08:00 - 17:00
Quarta-feira: 08:00 - 17:00
Quinta-feira: 08:00 - 17:00
Sexta-feira: 08:00 - 17:00

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Stifel | Marie Steinman, CFP Seguros

2121 Avenue of the Stars
90067 Los Angeles

3108248089
http://www.mariesteinman.com/
steinmanm@stifel.com

Descrição

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.